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1. Go to Billing Setup.
2. Click on Agency or Direct Invoices tab.
3. Highlight the invoice.
4. Click the Reverse Invoice button.
5. Select Credit or Cancellation.
6. Hit Enter key.
7. Click on Create Reverse Invoice.

It is better to use the Reverse Invoice button than the Endorsement button. The Reverse Invoices button does the exact opposite of the original invoice using the correct commission percentage and making sure it reverses the correct company and producer payable accounts.

The Endorsement button will use the current company payable, producer payable, and the system default for commission percentage.