Correct invoices

Correcting an invoice can only be done by an Adminstrator

Updated over a week ago

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.

Keywords: UD-1722

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