Correct a draft invoice or resolve a billing block

Objective. Diagnose and correct a draft invoice or billing block at the appropriate source while preserving the audit trail and using a credit note when an issued document must be corrected.

Estimated duration55 min

What you will learn

  • Identify whether the problem concerns source data, the draft, invoice settings or an external rejection.
  • Know which elements remain editable before validation.
  • Choose the correct traceable response once an invoice has been issued.

Recommended workflow

  1. Record the exact message, document status, client, matter and preparation method.
  2. Check source records, sales codes, VAT, customer identifiers, invoice template and period locks.
  3. Correct the source or draft, regenerate the document and repeat the control that originally failed.
  4. For an issued invoice, use the appropriate credit note and replacement-document workflow instead of deleting or overwriting it.

Checks before continuing

  • The correction addresses the root cause and not only the visible symptom.
  • The original issued document and every corrective document remain traceable.
  • The corrected invoice passes the same business, tax and transmission checks as a new invoice.

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