Visma Net
Correct a released sales invoice
You correct a customer ledger invoice differently depending on whether the invoice was released (and has the Open or Closed status) or was not released (and has the Balanced, On hold, or Scheduled status).
In this topic, you will read about the ways to correct an invoice that has been released.
In an open (released) invoice, you can edit only the cash discount date and the due date until the document is settled. Other corrections cannot be done directly in the invoice. A closed invoice cannot be edited at all.
For released invoices you correct differently depending on whether there are payments linked to the invoice or invoice lines from the Shipments (SO302000) or Sales orders (SO301000) window.
Correcting an invoice with no payments linked to it and no invoice lines from the Shipments (SO302000) or Sales orders (SO301000) window.
1. Go to the Sales invoices (AR301000) window.
2. Search the invoice you want to correct by clicking on a column's name and filter or search, or by typing in the search field in the upper right corner. Select the invoice you want to correct by clicking on its Ref. no. or double-clicking the line.
3. Select Correct invoice in the Actions drop-down list.
4. The system asks if you want to correct the invoice, answer Yes. The system creates a new correction invoice which is a copy of the original invoice. The system also creates a sales credit note for the original invoice in the background. (The original invoice will remain in status Open until the new corrected invoice is released.)
5. On the new correction invoice, make your corrections.
6. Save and release. The original invoice will be matched against the automatically created sales credit note, and change status to Closed.
On both the corrected and original invoice, there will be a button in the window toolbar with direct links to each other, for you to quickly review the changes.
Correcting an invoice with payments linked to it or invoice lines from the Shipments (SO302000) or Sales orders (SO301000) window, or when an invoice is closed.
- Reverse the invoice to reverse the impact of the invoice. For step-by-step instructions of how to reverse an invoice, see: Reverse an invoice.
- Issue a credit note to decrease the outstanding amount of an invoice. For step-by-step instructions of how to create and apply a credit note, see: Create a credit note and Apply a credit note to open documents.
- Issue a debit note to increase the outstanding amount of an invoice.
Related reports
Customer documents (detailed) (AR622000)
Unreleased transactions (detailed) (AR610500)
Unreleased transactions (AR611000)
Related concepts
About types of customer ledger documents
About sales VAT on sales orders and invoices
Related windows
