Invoices can not be amended due to legal reasons, if the invoice details are incorrect, the invoice needs to be credited and a new one needs to be created. How to credit an invoice can be read in this article.
There are multiple reasons for you to credit an invoice, for example:
- When you need to change the name on an invoice, or a company needs to be added.
- Combine multiple invoices into one.
- When there has been a reimbursement after the invoice was created.
- Other.
Take the following steps to credit an invoice:
- Locate the Invoice you wish to credit.
This could be an invoice under the guest’s name which was supposed to be on the company name:
- Click on the More Action Button (3 dots behind the invoice) and click on 'Credit Invoice'.
If there are multiple invoices that have false information, repeat the above for each incorrect invoice. - When new invoices are created after crediting previous invoices, you can see them in the billing part of the reservation:
💡TIP:
To create a new invoice go check out the following article: 'How to create a Proforma'
This will show you the exact steps how to create a Proforma with the correct information and afterwards finalise this into an invoice.
Also handy:
Article 'How to combine invoices'