Undoing Sales Invoice Consolidation

You can revert a consolidated sales invoice and reinstate the original sales invoices.

You can only undo a consolidated sales invoice if:

  • It has the status "In Progress".
  • It has sales invoice lines.
  • All its lines have the Original Sales Invoice field populated.
  • Its tax has not been committed to Avalara AvaTax.

To revert consolidated invoices to their original sales invoices:

  1. Click the Sales Invoices tab.
  2. Select the consolidated sales invoices that you want to undo.
  3. Click Undo Consolidation. The Undo Consolidated Sales Invoices confirmation window displays.
  4. Click Undo Consolidation to confirm the action.

Undo consolidation runs as a background process. Details of the process run are displayed. You can click the link to view the progress and process log messages. For more information, see Process Runs. You are also notified by email once the process has completed.

Once the process finishes, the consolidated invoices are set to "Discarded", the sales invoice lines are returned to their original invoices, and the statuses of the original invoices are changed from "Superseded" to "In Progress".