Correct posted invoices

Quick summary: In an open period and before fiscal certification, reset the invoice to draft. Otherwise reverse it with a credit note and issue a replacement.

Before you start

Apps

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• Accounting

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Open customer invoices in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

Odoo base address

The documentation does not receive your address, username, or password.

Forget addressCancelSave

Choose the correct procedure

Answer three questions to identify the procedure that preserves the accounting and tax audit trail. Then follow the corresponding instructions below the tool.

Has the invoice been fiscally certified?

YesNo

Open period and no fiscal certification

1. Open the posted invoice and click Reset to Draft.
2. Correct the data, review taxes again, and repost the invoice.

Locked period or certified invoice

1. On the posted invoice, click Credit Note.
2. Select Reverse and Create Invoice.
3. Review and post the credit note that reverses the original.
4. Correct the new draft invoice and post it in an open period.
5. Send both the credit note and replacement invoice to the customer.

Danger

Do not reset a certified invoice merely to avoid a credit note. Document sequencing and the audit trail must be preserved.