Page Comparison

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1. View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.

2. Click the Create Correction button.

3. Select the Invoice as the correction type.

4. Click the OK button. You will be directed to the new correction invoice page.

5. Retain the quantity to 0.

6. Enter the additional amount as a result of the price increase.

7. Remove the line items that do not need correction.

8. Click the Save button.

9. Click the Print button to see the invoice printout.

Increasing the tax of a line item

To correct an invoice for an increase in tax rate or amount:

1. View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.

2. Click the Create Correction button.

3. Select the Invoice as the correction type.

4. Click the OK button. You will be directed to the new correction invoice page.

5. Reverse the posting of the line you are correcting by entering quantities and amounts equal to the previous transaction line but with negative signs.

6. Afterward, create a new line with the new tax code, rate, and/or amount. Enter the appropriate tax code and tax amount in this new line.

7. Remove the line items that do not need correction.

8. Click the Save button.

9. Click the Print button to see the invoice printout.

Decreasing the quantity of an item line

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1. View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.

2. Click the Create Correction button.

3. Select the Credit Memo as the correction type.

4. Click the OK button. You will be directed to the new correction credit memo page.

5. Retain the quantity to 0.

6. Enter the additional amount as a result of the price decrease.

7. Remove the line items that do not need correction.

8. Click the Save button.

9. Click the Print button to see the invoice printout.

Decreasing the tax of a line item

To correct an invoice for a decrease in tax rate or amount:

1. View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.

2. Click the Create Correction button.

3. Select the Credit Memo as the correction type.

4. Click the OK button. You will be directed to the new correction credit memo page.

5. Reverse the posting of the line you are correcting by entering quantities and amounts equal to the previous transaction line.

6. Afterward, create a new line with the new tax code, rate, and/or amount. Enter the appropriate tax code and tax amount in this new line. All quantities, rates, and amount fields must have a negative sign.

7. Remove the line items that do not need correction.

8. Click the Save button.

9. Click the Print button to see the invoice printout.

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