diff --git a/accounting/receivables/customer_invoices/media/image03.png b/accounting/receivables/customer_invoices/media/image03.png new file mode 100644 index 000000000..697a34e66 Binary files /dev/null and b/accounting/receivables/customer_invoices/media/image03.png differ diff --git a/accounting/receivables/customer_invoices/media/image04.png b/accounting/receivables/customer_invoices/media/image04.png new file mode 100644 index 000000000..91921b174 Binary files /dev/null and b/accounting/receivables/customer_invoices/media/image04.png differ diff --git a/accounting/receivables/customer_invoices/media/image05.png b/accounting/receivables/customer_invoices/media/image05.png new file mode 100644 index 000000000..fc357bf68 Binary files /dev/null and b/accounting/receivables/customer_invoices/media/image05.png differ diff --git a/accounting/receivables/customer_invoices/refund.rst b/accounting/receivables/customer_invoices/refund.rst index bed1a7b10..b36060643 100644 --- a/accounting/receivables/customer_invoices/refund.rst +++ b/accounting/receivables/customer_invoices/refund.rst @@ -1,3 +1,69 @@ ================================= How to edit or refund an invoice? ================================= +In Odoo, it's not possible to modify an invoice that has been validated +and sent to the customer. If a mistake was made on a validated invoice, +the legal way to handle that is to refund the invoice, reconcile it with +the original invoice to close them and create a new invoice. + +Modifying a validated invoice +============================= + +If you need to modify an existing invoice, use the Refund Invoice button +on the invoice. In the refund method field, select "Modify: create a +refund, reconcile, and create a new draft invoice". + +.. image:: ./media/image04.png + :align: center + +Odoo will automatically: + +- Create a refund for your invoice +- Reconcile the refund invoice with the original invoice (marking both as Paid) +- Create a new draft invoice you can modify + +Then, you can modify the draft invoice and validate it once it's correct. + +Cancelling an invoice +===================== + +If you need to cancel an existing invoice, use the Refund Invoice button +on the invoice. In the refund method field, select "Cancel: create a +refund and reconcile". + +.. image:: ./media/image05.png + :align: center + +Odoo will automatically: + +- Create a refund for your invoice +- Reconcile the refund invoice with the original invoice (marking both as Paid) + +Nothing else needs to be done. You can send the refund by regular mail or email +to your customer, if you already sent the original invoice. + +Refunding part of an invoice +============================ + +If you need to refund an existing invoice partially, use the Refund +Invoice button on the invoice. In the refund method field, select +"Create a draft refund". + +.. image:: ./media/image03.png + :align: center + +Odoo will automatically create a draft refund. You may modify the refund +(example: remove the lines you do not want to refund) and validate it. +Then, send the refund by regular mail or email to your customer. + +.. tip:: + + Refunding an invoice is different from refunding a payment. Usually, a + refund invoice is sent before the customer has done a payment. If the + customer has already paid, they should be reimbursed by doing a customer + payment refund. See :doc:`../customer_payments/refund` + +.. rst-class:: text-muted + +| Written by Fabien Pinckaers (Odoo) +| Proofread by Johan Bosma (Onestein)