It can occur that an invoice needs to be corrected/modified. This is possible under certain conditions. This article describes how to correct/modify an invoice.
Definite invoice
A definite invoice can't be modified. To correct it, a credit invoice needs to be created. See this article for a credit invoice.
Concept invoice
A concept invoice can be modified; the invoice can be deleted without any problems.
Delete the concept Invoice
Go to 'Financial' - 'Invoices' - the tab 'Concept'
Select the concerning invoices
Click 'Choose action' - 'Delete'
- The invoices are now deleted
- The invoice lines on the invoice get the status "Invoiceable"
Release the Timesheet
Go to 'Invoice lines' - the tab 'Invoiceable'
Select the invoice line that is relating to the incorrect invoice.
Click 'Choose action' - 'Set concept' - [Ok]
Go to the tab 'Concept'
Select the invoice line and delete it (choose action)
- The timesheet is now released.
After this:
Open the incorrect timesheet (this one is released) and reject the timesheet.
Open the correct placement, create the timesheet and approve it.
Follow the normal invoicing process.
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Keywords: UD-1722