58 lines
1.9 KiB
ReStructuredText
58 lines
1.9 KiB
ReStructuredText
.. _Correcting invoices:
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Correcting invoices
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===================
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`Invoices <model-account.invoice>` can only be changed when they are in a
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draft state.
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Once an invoice has been posted you will need to
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`credit it <Crediting customers and suppliers>`, and reissue it by creating
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a new invoice with the correct information on.
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.. tip::
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If you need to create a new invoice that is almost the same as an existing
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invoice you can use the :guilabel:`Duplicate` item from the form's menu to
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copy the existing invoice.
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The duplicate invoice will be created in a draft state, so you can change
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anything that was incorrect.
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.. _Cancelling invoices:
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Cancelling invoices
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===================
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Most `Invoices <model-account.invoice>` can be cancelled up to the point they
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are paid.
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Once they are paid you need to credit them instead.
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You do this by `creating a credit note <Crediting customers and suppliers>`
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for them.
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.. note::
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Legislation may not allow you to cancel a posted customer invoice.
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If this is the case, then you should instead create a credit note for it.
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You can allow posted invoices to be credited by changing the setting in your
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`Company <company:model-company.company>`.
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Cancelling an invoice removes its effect on your accounts by either removing
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its `Account Move <account:model-account.move>`, or negating it with a
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cancelling move.
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.. _Crediting customers and suppliers:
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Crediting customers and suppliers
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=================================
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In Tryton you credit customers and suppliers by creating *Credit Notes*.
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These are just `Invoices <model-account.invoice>` with negative totals.
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You can create a credit note manually or create one based on an existing
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invoice.
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To credit existing invoices you must first select the invoices that need to
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be credited.
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Next you run the `Credit <wizard-account.invoice.credit>` invoice wizard from
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the :guilabel:`Launch action` menu.
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