I recently corrected a Pro Forma invoice with incorrect amounts by reversing the AR credit memo application and then correcting the Pro Forma(progressive), as explained in Acumatica Help . This worked well for standard cases(progressive).
However, I’m looking for guidance on a more complex scenario:
👉 How can we properly correct a released Pro Forma invoice that includes at least one Time & Material (T&M) line, especially if the AR document (payment or credit memo) has already been released and applied?
Is reversing the AR application (via Application History > Reverse Application) still a valid option in this case? Or is there a different process required when T&M lines are involved?
Thanks
Raphael