The app does not change a finished invoice. To correct it, the app cancels the invoice with a credit note for the full amount and then issues a corrected invoice with a new number. Both documents stay in the archive and the exports.
How it works
- Load the order under Invoices. If it has a finished invoice and no refund yet, the Correct invoice section appears.
- Under What is wrong on the invoice?, choose one of the two cases (see below).
- Tick the box that you checked the correction and click Cancel invoice and issue a corrected one.
The app then shows you the numbers of the cancellation credit note and the corrected invoice. If the process stops halfway, the app shows Correction not finished yet. If the corrected invoice or the credit note is not finished yet, create it again first; only then does Finish correction complete the correction.
The two cases
| Case | What happens |
|---|---|
| Recipient details (name, company, address, VAT ID) | Change the details in the Shopify order first: billing address, company or VAT ID. The corrected invoice takes them over; the amounts stay the same. With the VIES check switched on, the app checks a VAT ID for reverse charge here as well. |
| VAT: it was a tax-free export | Every line becomes a tax-free export; the gross amount stays the same. |
Good to know
- You cannot freely change amounts or lines here. For refunds and reduced orders there are credit notes. If an order already has a refund, the app does not offer the correction.
- The app does not correct a corrected invoice a second time. If it is wrong again, create a credit note if needed.
- The cancellation credit note and the corrected invoice are two finished documents and count towards your plan like all other documents.
- If in doubt whether a correction is right for tax purposes, check with your tax adviser.