Correcting mistakes in a document

International tax standards require that issued documents — invoices and receipts — cannot be modified directly. Editing a document after the fact would create inconsistencies in tax filings and open the door to fraud, so tax authorities worldwide prohibit it.

The only fully law-compliant way to fix a mistake is to cancel the original document with a credit note and issue a corrected replacement.

Correcting an invoice or receipt

To correct a document, follow these steps:

1. Open the invoice or receipt you need to correct.
2. Select Correct document  from the document menu.
3. A duplicate of the document opens for editing. Update the information you need to fix. Changes to the customer address are saved back to the contact card.
4. When done, click Save invoice  (or Save receipt ).

What about credit notes?

Credit notes cannot be corrected. If you issued a credit note by mistake or with incorrect data, void it and issue a new one manually if needed.