Creating a Correction for an Invoice
Important:
1. The following privileges are required to work with the invoice correcting wizard:
- ARDOCS_CREATE
- CREATE_CORRECTING_MEMO
2. You cannot create a correcting document for an invoice detail that has a Credit Memo applied. Select uncorrected details to create a new correcting document.
To create a correction for an invoice, complete the following steps:
- In the Billing Control Panel, go Finance > Documents > Invoices and click the invoice you want to correct.
- In the list of invoice details, select details for which you want to create a correction and click Create Correction.
- Correct the amount for each invoice detail in the New Extended Price field.
- If the total new price is lower than the original, a Credit Memo will be issued. The system will apply and link the Credit Memo to the invoice automatically.
- If the total new price is greater than original, a Debit Memo will be issued. The system will link the Debit Memo to the invoice automatically.
Note: The tax rate for the created Credit or Debit Memo is taken from the invoice calculation.
When finished, click Next.
- Confirm the correction creation:
- Provide the correction reason (mandatory).
- Click Finish.
Note: The system checks whether the sum of adjustments exceeds the invoice balance. If this sum is greater than the invoice balance, the following error message is displayed: "You cannot create an adjustment greater than the invoice total amount".