Reversal of the electronic invoice

If Invoice Status is greater than Printed and is required to be canceled, a reversal request is required in Tax Engine.

To reverse an electronic invoice:

  1. Select the electronic invoice with the Invoice Status greater than Printed in the Invoicing (btsli2100m000) session and click Actions > Electronic Fiscal Document > Generate NFe Cancellation/Withdrawal Request. The Generate NFe Cancellation/Withdrawal Request (btnfe1206m000) session is displayed.
  2. Verify that the fiscal reference displays in the Fiscal Reference field and select the reason for reversal in the Reason Code field and click Process.
  3. Verify that the NFe Status is updated to Reverse request and NFe Sending Status is updated to Not Applicable in the Invoicing (btsli2100m000) session.
  4. Verify that the electronic invoice is selected and click Actions > Electronic Fiscal Document > Process NFe Return to request the return authorization for the for the cancellation. The Process Electronic Invoice Return (btsli8220m000) session is displayed.
  5. Review the data and click Process. The Authorized Electronic Fiscal Document report is generated.
  6. Verify that the NFe Sending Status is updated to Canceled in the Invoicing (btsli2100m000) session after the authorization of return cancellation.
  7. Verify that the electronic invoice is selected and click Actions > Reverse to finalize the reversal process. The Reverse Invoicing (btsli2200m000) session is displayed.
  8. Review the data and click Reverse. The Invoice Status is updated to Reversed.
  9. Repeat the steps 1 - 8 to reverse the manually received symbolic shipment invoice. Also repeat these steps to reverse the consigned shipment invoice as this is a single process that generates two invoices.
  10. Verify that the third-party balance is updated in the Receipt Relationship by Invoicing (btfdc1110m000) session.