To correct an invoice, you can send a corrective invoice, instead of a credit memo or credit note.

Use the form to select the documents to correct, and use the form to enter a reason for correcting the documents. Then use the form to create credit notes for the customer and project.

  1. Click > > > .

  2. Select an invoice to correct and click > .

  3. Select the check box by the field for each document to include on the corrected invoice.

  4. Click to open the form.

  5. Enter a reason for correcting the documents and click OK.

  6. Click > > > > to create a corrected invoice that includes the documents that you selected in step 3.

  7. Select the invoicing method and click OK.