Invoices can not be amended due to legal reasons, if the invoice details are incorrect, the invoice needs to be deleted and a new one needs to be created. How to delete 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.
The next steps will guide you:
- 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 afterwards, you can see the credits in the billing part of the reservation:
💡TIP:
To create a new invoice go check out the following article: '
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'