TOTALS User's Guide > Documents > How To Balance Documents

How To Balance Documents

Instead of cancelling a debit document (invoice), you can balance it with a credit document (credit note).

There is an additional step to balance already paid documents.

Right-click on the document to balance

Choose Process as...->Document type from the context menu

Ensure you select a credit document type

Choose "Create" in the next window

1- Ensure the reference document is linked

Choose "Finalize" from the share button

Choose "Send" in the next window

You can leave all fields as suggested.

Choose the help button to get more info about the finalize window.

The document is now balanced with the credit document

The document should be marked as paid.