Create a simplified rectifying invoice
Credit all or part of a simplified invoice, for a return, a discount or a mistake, with its own numbered document, without changing the original.
People with the «Sales» permission in edit mode. With view mode you can open, download, print and send these documents, but not create or change them.
The camera operator comes back with two unopened rolls of gaffer tape. The sale was already issued, so you don't change the simplified invoice: you issue a document that credits the two rolls.
That document is a , the credit note of a . It has its own number and , and Filmo stores its amounts as negative. It can credit the whole sale or only part of it: a return, a later discount, a mistake or a cancellation.
To correct a full invoice, use a instead. See Credit note or simplified rectifying invoice.
Before you start
Filmo doesn't check it for you
Approving a simplified rectifying invoice checks nothing: not your business's tax ID and address, not whether the original is approved, and not whether you're crediting more than was sold. Compare its total with the original before you approve it.
Credit the returned rolls
- Open the simplified invoice In «Sales» → «Invoices», open the simplified invoice of the sale.
- Convert it Click «Convert to» → «Simplified rectifying invoice». The editor opens with all the original's lines.
- Keep only what you credit Remove the battery and change the gaffer tape to 2. Type amounts as positive: Filmo stores them as negative.
- Check the details Review «Issue date» and «Numbering». In «Credit note reason», choose «Product return», and add a «Reason description» if you want.
- Approve it Click «Approve», or «Save as draft» to finish it later.
The reasons are «Invoice error», «Product return», «Subsequent discount», «Cancellation» and «Other reason». When you start from a simplified invoice, «Other reason» is selected. The reason is optional.
What changes
- The rectifying invoice gets the next number of its own series and is locked.
- Its page shows the simplified invoice it corrects as the , under «Related documents», together with the order, if there is one.
- The original simplified invoice doesn't change: it isn't voided, its payment status stays the same and it doesn't list the rectifying invoice.
- The rectifying invoice doesn't appear in the order's «Documents» card, even though its own page links to the order.
- No money moves. Refunding the buyer is a separate step.
What happens next
Give the money back and record it. See Refund a simplified invoice. You can also email the rectifying invoice with «Send» once it's approved; see Send a document by email.
Other ways to create it
Issue a standalone simplified rectifying invoice
In «Sales» → «Invoices», click the arrow next to «New Invoice» and choose «Simplified rectifying invoice». The editor opens empty, and the page marks the document as , because it has no original simplified invoice.
Ask NEO to prepare it
NEO can propose a simplified rectifying invoice from the chat. It opens the editor already filled in, and you review it and save it.
Good to know
- «Convert to» → «Simplified rectifying invoice» is offered whatever the status of the simplified invoice, even a draft or a voided one.
- A simplified rectifying invoice has the same statuses as a simplified invoice. Only a draft can be deleted, and voiding it needs a reason and can't be undone. See Void a simplified invoice.
- Its page has no «Convert to» or «Duplicate».
If you see an error
| Message | What it means | What to do |
|---|---|---|
| You must add at least one line | The rectifying invoice has no lines | Keep at least the line you're crediting |
| Error approving document, with “No active default numbering series…” | There's no active default series for simplified rectifying invoices | Mark one as default in «Sales invoicing preferences» |
| “Solo los borradores pueden eliminarse. Tickets rectificativos validados deben anularse…” (shown in Spanish) | You tried to delete an approved rectifying invoice | Void it instead |
Frequently asked questions
Filmo doesn't stop it, so check it yourself. Compare its total with the original before approving.
Choose by the document you correct: a simplified invoice takes a simplified rectifying invoice, and an invoice takes a credit note. See Credit note or simplified rectifying invoice.