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How to correct an invoice?

JustOn provides flexible options to handle invoice corrections or customer complaints. Depending on the use case, you can use

  • Credits: You can issue a (partial) credit if you want to cancel one or more individual invoice line items of an invoice. This way, you reduce the original invoice amount, canceling (part of) your customer's debt.

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    Canceling an invoice line item, issuing a partial credit

  • Cancellations: You can completely cancel an invoice in case of formal invoice errors like a wrong recipient address or if a customer has returned a complete purchase. Canceling an invoice creates a credit with the reversed amount of the original invoice, this way voiding the original claim to your customer.

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    Canceling an invoice including all invoice line items, creating a credit for the complete invoice

Issuing Credit

Note

Make sure that the button Create Credit is available on the invoice detail view, see Enabling Credit Creation for Single Invoices.

To individually create a credit based on a single invoice in the status Open or Paid:

  1. Navigate to the Invoices list in the invoice run view or open the Invoices tab.
  2. Click the invoice ID to open the invoice's detail view.
  3. Click Create Credit.
  4. Select the intended item and specify the quantity and/or the amount to be credited.
  5. Click Save.

    This creates a new draft invoice of the class Credit and links it to the original invoice, which is displayed in the field Related With.

Canceling Invoice

  1. Open the Invoices tab.
  2. Click the invoice ID to open the invoice's detail view.
  3. Click Cancel.
  4. Specify the cancellation reason.
  5. Click Save.

    This creates a new draft invoice of the class Credit and the type Cancellation, and links it to the original invoice, which is displayed in the field Related With.

Note

To complete the cancellation process, you must finalize the cancellation invoice (see Finalizing Invoices).

Related information:

Creating Credits
Canceling Invoices