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Correct or credit an invoice

Choose the correct recovery action based on whether an invoice is still a draft, sent, paid, or transferred to accounting.

Choose the correction

  1. Open Payments.

  2. Select the invoice.

  3. Review status and accounting transfer information.

  4. Open Other actions.

Apply the safe option

  1. Choose the appropriate option under edit or delete for an unsent draft.

  2. Choose the appropriate option under Credit invoice for an accounting invoice.

  3. Choose the appropriate option under Refund for an eligible completed payment.

  4. Check the confirmation before continuing before continuing.

Use the accounting-compatible credit or refund flow so the audit trail remains correct. Do not delete an accounting invoice only to hide an error.

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