Reverse an Invoice Payment

Learn how to reverse or undo a payment made to an invoice in error.

Table of Contents

• What to expect after a payment has been reversed

1.    Open the Matter in the triConvey Companion Site Web App.

2.    Select the Invoices tab.

3.    Click on the invoice you wish to reverse. 

Tip:  Filter invoices by Paid to identify them easily.

4.    Select the Payments tab and then click on the payment transaction.

5.    Select Reverse.

6.    Enter a Reason for reversing the invoice and then select Process.

Tip:  You must enter a reason before you can process the reversal.

What to expect after a payment has been reversed

When a payment is reversed, the invoice will revert to an Unpaid or Overdue status. When you open this invoice, the Payments tab will not show a record of the payment. However, if a Payment Detail PDF is generated, all payments and reversals will be included in the statement. 

If you have triConvey connected to MYOB or Xero, the payment record there will be removed if you reverse a payment in triConvey. 

If the invoice was paid via a trust account and has been reconciled, you cannot reverse the payment directly in triConvey. You will need to follow your internal process to handle any discrepancies or incorrect payments post-reconciliation. Typically, this may involve contacting your accountant or bookkeeper.