Correct a sales invoice
In this topic, you will read about the way to correct an invoice that has not been released.
Correct an invoice that has not been released
Go to the Sales invoices (AR301000) window.
Locate the invoice you want to correct by typing in the search field in the upper right corner or clicking on a column’s name, and use the filter and/or search field.
Select the invoice you want to correct by clicking on its Ref. no. or double-clicking the line.
Make your corrections on the invoice.
To save the invoice with the On hold status, make sure the Hold check box is selected.
To save the invoice with the Balanced status, do one of the steps below and then make sure the Hold check box is cleared:
- If the Amount field of the top part is displayed in the window, enter the total amount of the invoice in this field. (The Amount field is visible when the Validate document totals on entry check box is selected in the Customer ledger preferences (AR101000) window.)
- If the Amount field is not displayed in the window, make sure the total amount of the invoice is displayed correctly in the Balance field.
Click
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Correct an invoice that has been released
In an open invoice, you can edit only the cash discount date and the due date until the document is settled. Other corrections cannot be done directly in the invoice. A closed invoice cannot be edited at all.
For released invoices you correct differently depending on whether there are payments linked to the invoice or invoice lines from the Shipments (SO302000) or Sales orders (SO301000) window.
To correct a released invoice with no payments linked to it and no invoice lines from the Shipments (SO302000) or Sales orders (SO301000) window, see: Correct a released sales invoice (new).
To correct a released invoice with payments linked to it or invoice lines from the Shipments (SO302000) or Sales orders (SO301000) window, select one of the following ways:
- Reverse the invoice to reverse the impact of the invoice. For step-by-step instructions of how to reverse an invoice, see: Reverse an invoice.
- Issue a credit note to decrease the outstanding amount of an invoice. For step-by-step instructions of how to create and apply a credit note, see: Create a credit note and Apply a credit note to open documents.
- Issue a debit note to increase the outstanding amount of an invoice.