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Refunds and corrections

In “Invoicing”, documents may be available to correct obligations:

  • refund;
  • correction document.

Document names and the exact set depend on configuration.

When to use​

  • if you need to decrease a previously issued amount;
  • if goods were returned;
  • if you need to correct taxes or amounts.

Relationship with original documents​

Refund/correction documents are typically linked:

Bill corrections​

Bill corrections are used to adjust an existing bill.

Where to find it​

  1. Open "Invoicing" -> "Operations" -> "Bills".
  2. Open the bill you need to adjust.
  3. Click "Create Correction".

The system creates a new bill and links it to the original in "Original bill".

Validation rules​

The system enforces these rules:

  • correction vendor must match the original bill vendor;
  • correction company must match the original bill company;
  • the original bill reference cannot point to another correction.

If you create a correction from an already corrected document, the new correction is still linked to the same original bill.

Correction modes​

Replacement correction (default)​

Use this mode when the correction should replace the previous version values.

  • the previous document is the previous correction in the chain;
  • if there is no previous correction, the previous document is the original bill;
  • Amount correction is calculated as current amount - previous amount (replacement effect relative to the previous document).

Reversal correction​

Use this mode when the correction document itself already contains reversal/replacement values (for example, negative lines).

  • set "Reversal" in the correction bill;
  • in this mode, Amount correction is taken from the correction bill amount itself;
  • it is not calculated from the previous document.

Correction chain in the bill card​

In the bill card, the Corrections tab shows:

  • all linked corrections with index, date, status, and amounts;
  • correction count in the tab badge.

The footer also shows correction totals, including:

  • values from the latest non-reversal correction;
  • totals adjusted by reversal corrections;
  • correction values for the currently opened correction bill.

Debt behavior​

Debt is recalculated automatically when a bill correction amount changes:

  • correction amount is converted into correction debt amount;
  • matching between the original bill and the correction is updated automatically;
  • correction bills are handled in the dedicated correction debt flow.

Typical flow​

  1. Open the original bill.
  2. Click "Create Correction".
  3. Edit lines and totals.
  4. Enable "Reversal" only when the correction document itself represents reversal/replacement values.
  5. Save and post according to your process.
  6. Check totals in Corrections and in Debt and payment calendar.