Rectifying Invoice

Purpose

A rectifying invoice is issued to correct errors or changes in previously issued invoices.
It is used for both outgoing and incoming invoices.

note

A rectifying invoice is equivalent to a credit note or debit note, depending on whether the amount is reduced or increased.

note

A rectifying invoice should only be issued when it is necessary to correct an error in a previously issued document:

• incorrect price (overstated or understated);
• unaccounted discount;
• return of goods or services;
• error in the VAT type or taxable base;
• full or partial cancellation of the transaction.

If you need to issue a new transaction or additional services, create a regular invoice instead of a rectifying invoice.

When to Use

• To fully or partially cancel a previously issued invoice.
• To correct errors in amounts, VAT rates, items, or details.
• To reflect the return of goods or cancellation of services.

Step-by-Step Procedure

1. Find the invoice that requires correction.
   This can be done from the invoice list or by opening the document from any report where it is displayed.
   If you create a rectifying invoice directly from the list of rectifying documents, the system will immediately prompt you to select the original invoice — in this case, skip the next step.

2. Use the command "Generate" → "Outgoing / Incoming rectifying invoice".

3. The system will create a document that fully duplicates the original one, but with negative quantities in all lines.
   This means a full cancellation of the original invoice.

4. To fully cancel the original invoice, simply post the document.
   For a supplier rectifying invoice, specify its number; for your own rectifying invoice, no additional actions are required.

5. For a partial cancellation, modify the lines and amounts as required, then post and save the document.

Nuances and Limitations

• A rectifying invoice is always linked to the original invoice and is displayed in the document dependency structure under it.
• Rectifying invoices are displayed in the "Debtors and Creditors Transactions" report with details down to the movement document (Documento transaccional).
• Rectifying invoices are not linked to payments — they adjust the outstanding balance of the original documents.
• When posting a rectifying invoice, the system creates accounting entries that reverse the postings of the original invoice.

Tips

tip

• To record the reason for the correction, use the "Comment" field — its contents are displayed in the printed form of the rectifying invoice.