Generate a correction invoice

In Profit Order management, you can generate correction invoices. You use a correction invoice, for example if you have a sales order with advance payment that has been invoiced and paid already, but for which changes were necessary later on. In the case of advance payment, you use only one correction invoice that includes all changes at the end of the process. You can only generate a correction invoice if the order is completed.

The difference (positive or negative) is calculated per line with respect to the original invoice, and included in the correction invoice. If the difference in the line can be determined before the change and after the change, then a difference line is displayed in the correction invoice. In the case of complex line discounts (volume discounts, etc.), Profit will first credit the line and then add a new line to the correction invoice. If you have invoiced again or have added credit invoices, these invoices are not taken into account when generating the correction invoice.

You can only generate a correction invoice for an order paid in advance if:

  • An invoice for that order has already been generated and paid, and
  • One or more packing slips of the sales order were made for advance payment and reported ready (the Reported ready check box selected in all associated packing slips )
  • Or: the order has the Delivered status (set manually by using the Complete action)

If the Generate correction invoice action is not visible in the view of the invoices, you must first authorise it.

To generate a correction invoice:

  1. Go to: Order Management / Sales process / Invoice.
  2. Click on the action: Generate correction invoice.
  3. Fill the fields as needed for the selection.
  4. If applicable, fill only the fields for prepaid orders in order to generate correction invoices from these orders.
  5. Click on: Next. 
  6. Enter a value in Invoice date.
  7. Click on: Next. 
  8. If needed, deselect any correction invoices.
  9. Click on: Finish.

Once the correction invoice has been generated, the Correction invoice required field in the sales order is automatically deselected.

Directly to

  1. Sales invoice
  2. Configuration of invoicing
  3. Set the e-mail server and sender
  4. Configure a message template
  5. Copy a packing slip to an invoice
  6. Manually add a sales invoice
  7. Enter a sales invoice manually on a deviating administration
  8. Automatically generate sales invoices
  9. Generate a correction invoice
  10. Change sales invoices
  11. Credit sales invoices
  12. Issue invoices
  13. Delete sales invoices