How to Reverse Invoices & Credit Notes in Varibill's New User Interface

Introduction

Invoice and Credit Note reversals are no longer permitted through Varibill Classic. All reversals must now be performed in the Varibill Client Application (our new, preferred user interface) accessible through ui.varibill.com.

Previous Method Through Varibill Classic

In Varibill Classic, reversals were performed from:

• Finance → Invoices
• Finance → Credit Notes

How to Reverse an Invoice or Credit Note in the New Varibill Client Application

Step 1: Log into the Varibill Client Application

Access the Varibill Client Application:

1. Access the Varibill Client using the following URL: https://ui.varibill.com

Step 2: Navigate to Billing Documents

From the top navigation menu:

1. Navigate to Billing → Billing Document

Step 3: View Billing Documents

1. Set your Date Range

Use the Date Range filter to populate the grid with your list of Billing Documents. For example, Last 31 Days or Last 12 Months.

2. Ensure that your Status Selection includes the Document Types you would like to generate.

Note: "All Statuses" are selected by default.

Step 4: Reverse the Selected Billing Document

Select the required Invoice(s) or Credit Note(s).

1. Click Actions
2. Choose the relevant Action(s):
   1. Reverse Selected Credit Note(s), or
   2. Reverse Selected Invoice(s).

3. You will be prompted to confirm the selected Action.

    Type the (unique system generated) text into the field, and click Yes.

4. Follow the progress of your selected Action(s) from the notifications tab in the top right of the screen: 

Tip: In the Varibill Client Application, Invoices and Credit Notes are both managed from the Billing Document screen.

Still Need Help?

1. Confirm that you are logged into the new Varibill Client Application (ui.varibill.com).
2. Check your Date Ranges and Status Selections.

If you still need assistance, log a ticket with our Support Team.