Once a sales invoice is completed in Unleashed, it cannot be edited directly. You can correct errors, such as incorrect customer details, pricing, or invoice dates, by issuing a credit note to reverse the original transaction, then recreating the sales order and generating a new invoice.
Step 1: Issue a credit note
To reverse a completed invoice, you'll need to raise a credit note against the original sales order.
Confirm the quantities being credited have also been dispatched on a shipment for the Sales Order.
Open the relevant sales order, then click the Invoices tab.
Click the action cog, then select Credit.
Confirm the quantities and prices to be credited.
If physical goods are being returned to stock, select the Return checkbox to ensure both the value and stock quantity are restored to your inventory.
Click Complete to finalise the credit note.
📌 Note: Always complete the credit note before recreating the sales order. This ensures an accurate audit trail is maintained.
Step 2: Recreate the sales order and generate a new invoice
Once the credit note is complete, you can recreate the original sales order with the correct details.
Clone or manually recreate the original sales order.
Update the relevant details, such as customer information, pricing, or delivery address.
Generate a new invoice from the corrected sales order.
If you need the invoice to fall within a specific reporting period, manually set the correct invoice date before completing it.
📌 Note: You can backdate invoice and credit note dates to align with the correct reporting period. Stock movement dates cannot be backdated.
Common scenarios
Invoice issued to the wrong customer
Follow the steps above. When recreating the sales order, ensure the correct customer is selected before generating the new invoice.
Incorrect pricing on an invoice
Issue a credit note to reverse the original invoice, including returning any quantities to stock where applicable. Recreate the sales order with the correct pricing and generate a new invoice.
Incorrect invoice date or reporting period
Recreate the sales order and set the correct invoice date when generating the new invoice. Backdate the credit note date to match your intended reporting period.
🤓 Tip: Unleashed is a live system. Completed transactions cannot be deleted or edited directly. Always use credit notes and new invoices to make corrections, so your audit trail remains complete and accurate.