51 lines
1.6 KiB
ReStructuredText
51 lines
1.6 KiB
ReStructuredText
==================================
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How to modify a validated invoice?
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==================================
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In most accounting legislation over the word, it's not allowed to modify
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an invoice that is validated and sent to the customer. However, you
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sometimes need to change an invoice for different reasons: the sale has
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changed, the made a mistake while recording the invoice, etc.
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Thus, the right way to modify an invoice is to:
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1. Refund the original invoice
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2. Create a new invoice
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Odoo's refund mechanism helps you handle the whole process in just a few
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clicks.
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Modify an invoice
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=================
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If your invoice is still in draft, you can modify it the way you want.
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However, if your invoice is validated, you can not change it anymore. If
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you need to modify it, the right operations to do are:
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1. Refund the original invoice;
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2. Reconcile the original invoice with the refund to void them;
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3. Create a new draft invoice, a copy of the original;
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4. Validate the new invoice.
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All those steps are automated by Odoo. All you have to do is to click on
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the Refund button on an invoice.
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.. image:: ./media/modify01.png
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:align: center
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In the refund dialog, select the option "Modify: create a refund,
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reconcile and create a draft invoice". Once you click on the "Create
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Refund" button, Odoo will void your existing invoice and create a new
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draft invoice that is a duplicate of the original one.
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Edit this new draft invoice and validate it when it's correct.
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.. note::
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if you already sent the original invoice to your customer, you should send
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the new invoice and the refund to the customer so that he gets all the documents.
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.. seealso::
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* :doc:`refund`
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