Correct a sales invoice
/visma-net-erp/help/customer-ledger/process-invoices/correct-a-sales-invoice
section
You correct a customer ledger invoice differently depending on whether the invoice was released (and has the Open or Closed status) or was not released (and has the Balanced, On hold, or Scheduled status).
2026-02-19T17:09:06+01:00
# Correct a sales invoice
You correct a customer ledger invoice differently depending on whether the invoice was released (and has the Open or Closed status) or was not released (and has the Balanced, On hold, or Scheduled status).
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
1. Go to the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window.
1. 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.
1. Select the invoice you want to correct by clicking on its **Ref. no.** or double-clicking the line.
1. Make your corrections on the invoice.
1. To save the invoice with the **On hold** status, make sure the **Hold** check box is selected.
1. 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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/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.
1. Click .
## 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)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) or [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
+ To correct a released invoice with no payments linked to it and no invoice lines from the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) or [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, see: [Correct a released sales invoice (new)](/visma-net-erp/help/customer-ledger/process-invoices/correct-a-released-sales-invoice/).
+ To correct a released invoice with payments linked to it or invoice lines from the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) or [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/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](/visma-net-erp/help/customer-ledger/process-invoices/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](/visma-net-erp/help/customer-ledger/process-invoices/create-a-credit-note/) and [Apply a credit note to open documents](/visma-net-erp/help/customer-ledger/process-invoices/apply-a-credit-note-to-open-documents/).
+ Issue a debit note to increase the outstanding amount of an invoice.
Related pages
Concepts
Windows