Billing · Daily operations · 5 min read

Credit and rebill

Correct a wrong invoice in one step by crediting it and raising a replacement.

Before you begin

• The wrong invoice is posted. A posted invoice can never be edited.
• You have billing.manage to start the correction and document.invoice to post the results.
• Know the correction reason (for example "Price correction") if your company uses reasons.

Steps

1. Open the posted invoice (for example INV-A) from Billing > Customers > Invoices.
2. Press Credit and rebill.
3. Choose the Reason. The Explanation defaults to "Credit and rebill"; change it if you wish.
4. Confirm.

The system creates two drafts:

• a full credit note against INV-A;
• a new invoice dated today with the same lines, parties and header, marked "Replaces INV-A", with Rebill of = INV-A.
• Open the new invoice with Open document and correct the price or quantity.
• Post the new invoice (INV-B). If your approval policy asks, send it for approval first (Approve an invoice before posting).
• Post the credit note.

Worked example

INV-A was issued at AED 1,000.00 plus VAT 50.00, but the agreed price was AED 900.00.

The customer's net balance is 945.00.

What happens next

• Nothing posts by itself. Until a person posts both documents, the original stands. Post them close together so the customer's balance is never wrong for long.
• Billing > Reporting > Correction chain shows INV-A, its note and INV-B linked, and the Corrections tab on any of them shows the same chain.
• Both new documents get their own legal snapshot when posted.

Good to know

• The credit note follows the same rules as any other: reason caps, original required, approval where the reason needs it. See Credit notes, debit notes and refunds.
• If the customer has already paid INV-A, the credit note leaves a credit. Apply it to INV-B in Accounting, or refund it.
• Only a posted invoice can be credited and rebilled.
• If the replacement should not go out at all, post only the credit note.