Correcting invoices

You can correct both entire invoices and parts of invoices, for example certain orders, and even parts of an order on one invoice. If the invoice period has not been closed, an incorrect invoice does not need to be corrected, it can just be deleted from the period.

Correcting an invoice in full

An invoice can contain several orders. If the entire invoice is corrected, all the orders it contains will be corrected. Proceed as follows:

Click on Economy > Invoices > Invoices.
Select the invoice period in which the invoice to be corrected is located.
Find the invoice in the list at the bottom of the window. Right-click on it and select Correct invoice. The Correct invoice window opens.
If the invoice period is still open, the invoice does not need to be corrected, but can just be deleted by right-clicking and selecting Delete.
Configure the settings that are to apply to the correction on the General tab and click on Ok.
A new invoice period of the Correction invoice type has now been created in the top list in the Invoiceswindow.
Right-click on the correction invoice period containing the correction invoice that has just been created and select Close.

Correcting certain orders on an invoice

It is possible to correct certain orders on an invoice, for example if they have been invoiced to the wrong customer.

Click on Economy > Invoices > Invoices.
Select the invoice period in which the invoice to be corrected is located.
Find the invoice in the list at the bottom of the window. Right-click on it and select Correct invoice. The Correct invoice window opens.
Go to the tab Specific orders and select the orders to be corrected on the invoice.
Go to the General tab and configure the settings that are to apply to the correction.
Tip
A copy of the order can be created if it is to be invoiced to another customer. Select Create copies and enter the customer code that should appear on the new order (or click on Customer to find the customer). The new order will have the same order date as the original order and can be invoiced as usual.
Click on Ok. A new invoice period of the Correction invoice type has now been created in the top list in the Invoiceswindow.
Right-click on the correction invoice period containing the correction invoice that has just been created and select Close.

Correcting part of an order on an invoice

It is possible to correct part of an order, for example if a price item was the wrong one. Proceed as follows:

Open the order to be corrected in order reception and go to the Corrections section. If you can’t find the section, proceed as follows.
1. Click on Shortcuts > Order settings and go to the Tab settings tab.
2. Make sure the current configuration is selected in the list on the left if you have more than one.
3. If the section you are looking for is already somewhere in order reception, the tabs can be expanded one by one until you find the section. Then you can see the tab on which it is located and where on that tab it is located.
  If the section is located under Excluded, it is not displayed in order reception. In that case, drag it to the tree structure where it should be located.
4. Click on to save all changes. Then close the window.
For more information, see Arranging the sections in order reception.
Click on New and write a short description of the correction, for example “Incorrect distance billed”, in the Description field on the Customer related tab.
Optionally, a type can be selected for the correction. This can be useful in statistics, if there are a lot of corrections.
Select Punish resource to deduct the corresponding amount from the credit for the order. Information about the resource can be viewed on the Resource related tab.
Enter either a percentage or an exact amount that is to be corrected.
Click on Accept and save the order.
Click on Economy > Invoices > Invoices.
Click on File > Correction invoices.
Configure the settings that are to apply to the correction and click on Create.
Right-click on the correction invoice period and select Close to account code, export and send the correction invoice.

It is also possible to work using suggested corrections instead. This means that everyone can suggest corrections, but the corrections then need to be approved by someone with the specific authority to do this before being created.