If you make a mistake when creating an invoice, there are a few things you can do to correct it:
Correcting the Transaction
If you create a transaction but have not issued the invoice you can correct the details by clicking on the Edit icon. You can then Save it and continue as normal. This is the Payment tab on the Student Card:
Correcting an issued invoice
After you have created the invoice you can edit the amount due and print and send that but the system will still record the original amount of the invoice as the amount due in Reports etc.,
Issue a Correction Document
Go to Finance – Invoices find the relevant invoice and click Issue Correction
In the correction editing window change whatever needs to be changed i.e. date of issue, printed status and enter the value after correction. If you want to reverse the whole invoice, enter 0. In the Notes field, you can enter the reason for the correction and then save the changes.
The original invoice still exists but now there is a correction listed so everything balances:
And a Correction document:
Can I delete the invoice?
Yes, you can but that invoice’s number is not used again so you will have a missing invoice in your accounts. You could print the invoice before you delete it and create a contra-document, such as a credit note, outside of the system but you should check with your accountant first.