Reversing a Rental Invoice in Equipment Invoicing

1. From anywhere in IntelliDealer, navigate to Product Support > Equipment > Equipment Invoicing.

   The Equipment Invoicing screen appears.

   

2. Click Reverse the sale of a stock number link, located at the bottom right.

   The Reverse Sale screen appears.

   

3. Enter the Stock Number of the rented piece of equipment.

4. Select Rental as the Invoice Type.

5. In the Assign reference # or leave blank for next number field type in an order number to create a "balancing" invoice for the reversal, or leave the field blank so that a new invoice # will be automatically generated.

6. Click Go>>.

   The Reverse Sale screen returns matching rental invoices.

   

7. Click the matching Invoice Number link.
   

   The Equipment Invoicing screen appears, with a message indicating that the reversing invoice has been created.

Security: 802 - Equipment Invoicing

Revision: 2025.04