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Table of Contents

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Overview

The following corrections are supported:

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Correcting A Transaction From The Correct Invoices Page

1. Navigate to Transactions > Correction Invoice > Correct Invoices.

   1. Alternatively, you may navigate to Customers > Correction Invoice > Correct Invoices.

2. You will be redirected to the Correct Invoices page.

3. Select the transaction you wish to correct. Alternatively, you may type in a KSeF Number.

4. Click Search.

5. 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.

6. Enter the appropriate Correction Date. The value of this field becomes the date of the correction transaction.

7. Review all lines associated with the invoice and mark all lines you wish to correct with a check under the Select column.

8. Click Submit.

9. A new page is opened showing all lines previously selected with new columns available:

   1. New Quantity

   2. New Inventory Detail

   3. New Price

   4. New Amount

   5. New Tax Code

   6. New Tax Rate

   7. New Tax Amount

10. Enter the FINAL AND CORRECTED VALUE under each of the new columns.

11. Optionally, enter the value for the following fields:

    1. Receiving Person - Enter the name of the person authorized to receive the invoice from the customer’s side.

    2. Reason for Correction - Enter the reason why the invoice needs correction.

    3. Comments - Enter any additional comments or information related to the corrected invoice.

12. Click Create Correction.

13. The system will create the correction transaction for you in the background and redirect you to the new transaction upon completion.

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

Correcting A Transaction From An Invoice/Credit Memo

1. Open the invoice or credit memo you wish to correct in VIEW mode.

2. Click Correct Invoice.

3. 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, the details shown will include them.

4. Enter the appropriate Correction Date. The value of this field becomes the date of the correction transaction.

5. Review all lines associated with the invoice and mark all lines you wish to correct with a check under the Select column.

6. Click Submit.

7. A new page is opened showing all lines previously selected with new columns available:

   1. New Quantity

   2. New Inventory Detail

   3. New Price

   4. New Amount

   5. New Tax Code

   6. New Tax Rate

   7. New Tax Amount

8. Enter the FINAL AND CORRECTED VALUE under each of the new columns.

9. Optionally, enter the value for the following fields:

   1. Receiving Person - Enter the name of the person authorized to receive the invoice from the customer’s side.

   2. Reason for Correction - Enter the reason why the invoice needs correction.

   3. Comments - Enter any additional comments or information related to the corrected invoice.

10. Click Create Correction.

11. The system will create the correction transaction for you in the background and redirect you to the new transaction upon completion.

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

Viewing Correction Invoices

All correction transactions are linked to the originating invoice or credit memo. They are displayed as a sequential list in the originating invoice or credit memo for easy access and review.

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