Creating Corrective Invoices

If you need to make changes to the posted purchase or sales credit memos, it is possible to create a corrective purchase or sale invoice that corresponds to the necessary changes. To enter valid credit memo data, you can create a corrective purchase or sale invoice from a posted credit memo or create an corrective invoice manually with an corrective attribute.

Note

If a posted credit memo has been fully or partially refunded, it cannot be edited.

Creating a Corrective Invoice from a Posted Credit Memo

The following procedure shows how to create a sales corrective invoice, but the procedure for purchase is similar and starts from the Posted Purchase Credit Memos page.

1. Choose the icon, enter Posted Purchase Credit Memos, and then choose the related link.
2. Select the required unpaid credit memo from the list.
3. Select Cancel > Create Corrective Invoice on the Posted Sales Credit Memo page.
4. A sales invoice is created with information from the selected posted sales credit memo, which can be edited. The value will change to Yes in the Correction field for the sales invoice.
5. Click Post.
6. The value in the Correction field will change to Yes for the sales credit memo in the Customer Ledger Entries if the amount of the posted corrective invoice is equal to the amount of the applied sales credit memo.

Manual Corrective Invoice Creation

The following procedure shows how to create sales corrective invoice, but the procedure for purchase is similar and starts from the Purchase Invoices page.

1. Choose the icon, enter Sales Invoices, and then choose the related link.
2. Select New.
3. On the General FastTab, fill out the required fields.
4. On the Lines FastTab, fill out the fields manually.
5. On Invoice Details, select a posted sales credit memo in Applies to Doc. No. for applying. It is not possible to post the sales corrective invoice without applying to the unpaid sales credit memo.