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Table of Contents
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Overview
The following corrections are supported:
Increase/Decrease in item quantity
Increase in price/amount
Increase in tax
Decrease in quantityDecrease in item price/amountDecrease
Change in tax
When making corrections, the increase or decrease scenario should be separated.
Increasing the quantity of a line item
To correct an invoice for an increase in quantity:
View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.
Click the Create Correction button.
Select the Invoice as the correction type.
Click the OK button. You will be directed to the new correction invoice page.
Enter the additional quantity in the invoice line item.
Remove the line items that do not need correction.
Click the Save button.
Click the Print button to see the invoice printout.
Increasing the price of a line item
To correct an invoice for an increase in price or amount:
View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.
Click the Create Correction button.
Select the Invoice as the correction type.
Click the OK button. You will be directed to the new correction invoice page.
Retain the quantity to 0.
Enter the additional amount as a result of the price increase.
Remove the line items that do not need correction.
Click the Save button.
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:
View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.
Click the Create Correction button.
Select the Invoice as the correction type.
Click the OK button. You will be directed to the new correction invoice page.
If you are correcting an inventory item, swap the item with a non-inventory item and select the original item under the PL Correction Original Item column. Make sure to do the same for all relevant lines. Otherwise, immediately proceed with the next steps.
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Please make sure that the account associated to the non-inventory item to be used for swapping corresponds to your desired G/L posting. Not selecting the proper account may cause discrepancies in your report balances. |
You can reverse the posting of the line you are correcting by entering quantities and amounts equal to the previous transaction line but with negative signs.
Afterward, create a new line with the new tax code, rate, and/or amount. In this new line, enter the appropriate tax code and tax amount.
Remove the line items that do not need correction.
Click the Save button.
Click the Print button to see the invoice printout.
Decreasing the quantity of an item line
To correct an invoice for the decrease in quantity:
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View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.
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Click the Create Correction button.
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Select the Credit Memo as the correction type.
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Click the OK button. You will be directed to the new correction credit memo page.
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Enter the quantity that needs to be reduced in the invoice line item. Note: This must be positive in the credit memo transaction.
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Remove the line items that do not need correction.
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Click the Save button.
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Tax Code
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Correcting A Transaction From The Correct Invoices Page
Navigate to Transactions > Correction Invoice > Correct Invoices.
Alternatively, you may navigate to Customers > Correction Invoice > Correct Invoices.
You will be redirected to the Correct Invoices page.
Select the transaction you wish to correct. Alternatively, you may type in a KSeF Number.
Click Search.
The system will refresh the page and display the Correct Invoices page with transaction details. The transaction details shown will always reflect the latest values for the line. If previous corrections were performed on the line, the details shown will include them.
Enter the appropriate Correction Date. The value of this field becomes the date of the correction transaction.
Review all lines associated with the invoice and mark all lines you wish to correct with a check under the Select column.
Click Submit.
A new page is opened showing all lines previously selected with new columns available:
New Quantity
New Inventory Detail
New Price
New Amount
New Tax Code
New Tax Rate
New Tax Amount
Enter the FINAL AND CORRECTED VALUE under each of the new columns.
Click Create Correction.
The system will create the correction transaction for you in the background and redirect you to the new transaction upon completion.
Click the Print button to see the invoice printout.
Decreasing the price of an item line
To correct an invoice for the decrease in price or amount:
View the invoice that needs to be corrected. If previous corrections were performed, view the latest correction invoice/credit memo available.
Click the Create Correction button.
Select the Credit Memo as the correction type.
Click the OK button. You will be directed to the new correction credit memo page.
Retain the quantity to 0.
Enter the additional amount as a result of the price decrease.
Remove the line items that do not need correction.
Click the Save button.
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:
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Correcting A Transaction From An Invoice/Credit Memo
Open the invoice or credit memo you wish to correct in VIEW mode.
Click Correct Invoice.
You will be redirected to the Correct Invoices page, where transaction details are defaulted. The transaction details shown will always reflect the latest values for the line. If previous corrections were performed on the line, view the latest correction invoice/credit memo available.
Click the Create Correction button.
Select the Credit Memo as the correction type.
Click the OK button. You will be directed to the new correction credit memo page.
If you are correcting an inventory item, swap the item with a non-inventory item and select the original item under the PL Correction Original Item column. Make sure to do the same for all relevant lines. Otherwise, immediately proceed with the next steps.
| Note |
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Please make sure that the account associated to the non-inventory item to be used for swapping corresponds to your desired G/L posting. Not selecting the proper account may cause discrepancies in your report balances. |
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Enter quantities and amounts equal to those in the previous transaction line to reverse the posting of the line you are correcting.
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Afterward, create a new line with the new tax code, rate, and/or amount. In this new line, enter the appropriate tax code and tax amount. All quantities, rates, and amount fields must have a negative sign.
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Remove the line items that do not need correction.
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the details shown will include them.
Enter the appropriate Correction Date. The value of this field becomes the date of the correction transaction.
Review all lines associated with the invoice and mark all lines you wish to correct with a check under the Select column.
Click Submit.
A new page is opened showing all lines previously selected with new columns available:
New Quantity
New Inventory Detail
New Price
New Amount
New Tax Code
New Tax Rate
New Tax Amount
Enter the FINAL AND CORRECTED VALUE under each of the new columns.
Click Create Correction.
The system will create the correction transaction for you in the background and redirect you to the new transaction upon completion.
Click the Print button to see the invoice printout.
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Send an email to support@staria.com for questions or concerns regarding this topic.