Documents
Credit notes and cancellations
An issued document is immutable. Check the original invoice and identify exactly what must be reversed or credited. Preserve its number, PDF and audit history.
Decide whether a correction is needed
An issued document is immutable. Check the original invoice and identify exactly what must be reversed or credited. Preserve its number, PDF and audit history.
Use the controlled action
Open the issued document and choose the available correction action. Review the customer, reason, dates and amounts in the new draft. Check the preview before issuing the correction and make sure it refers to the intended original.
Important
Expected result and recovery
The original remains available, and the correction appears as its own traceable document. If the original or amount is wrong, stop before issue and correct the draft; seek professional advice for an uncertain legal treatment.