Correct an invoice
Request a corrected payer, tax line, amount, or purchase-order reference.
Request a correction under Organization Settings → Billing → Invoices → Invoice → Request correction in Console. The owner or Billing Contact can submit it.
Select Payer details, Tax treatment, Quantity or amount, or Purchase-order reference. Enter the correction, reason, and supporting registration or order reference. Keep the submitted case number.
Update Billing → Details for future invoices as well. A change of contracting entity needs billing review.
Documents and payment
The invoice's state determines how an approved correction is recorded:
| Invoice state | Correction process |
|---|---|
| Draft | Correct before issuance |
| Issued, unpaid | Void and replace when a new invoice is required |
| Partially or fully paid | Issue a credit note and allocate or refund payment; replace the invoice when needed |
| Disputed | Coordinate the correction with the provider case |
The original issued document stays in the financial record. A request does not pause the due date unless billing confirms a collection hold.
Check the outcome
Open Invoice → Documents and review the decision, credit note, replacement reference, and payment allocation. A credit note identifies its original invoice and affected amount and tax. Keep these documents together.
For Approved, check the resulting balance against the decision. A refund has a payment reference; a credit appears in Credits. For Rejected, read the reason and reply in the same case with the requested evidence.