How to: Correct or Cancel Unpaid Sales Invoices
You can correct or cancel a posted sales invoice. This is useful if you make a mistake or if the customer requests a change.
Note
After a posted sales invoice has been partially or fully paid, you cannot correct or cancel it from the posted sales invoice itself. Instead, you must manually create a sales CR/Adj note to void the sale and reimburse the customer, optionally managed with a sales return order. For more information, see How to: Process Sales Returns or Cancellations.
In the Posted Sales Invoice window, you can choose the Correct action or the Cancel action to perform the actions that are described in the following table.
| Action | Description |
|---|---|
| Correct | The posted sales invoice is cancelled. A new sales invoice with the same information is created. You can make the correction and then continue the sales process. The new sales invoice has a different number than the initial sales invoice. A corrective sales CR/Adj note is automatically created and posted to void the initial posted sales invoice. On the initial posted sales invoice, the Cancelled and Paid check boxes are selected. |
| Cancel | The posted sales invoice is cancelled. A corrective sales CR/Adj note is automatically created and posted to void the initial posted sales invoice. On the initial posted sales invoice, the Cancelled and Paid check boxes are selected. |
When you correct or cancel a posted sales invoice, the corrective sales CR/Adj note is applied to all general ledger and inventory ledger entries that were created when the initial sales invoice was posted. This reverses the posted sales invoice in your financial records and leaves the corrective posted sales CR/Adj note for your audit trail.
To correct a posted sales invoice
Choose the
icon, enter Posted Sales Invoices, and then choose the related link.Select the posted sales invoice that you want to correct.
Note
If the Canceled check box is selected, then you cannot correct the posted sales invoice because it has already been corrected or canceled. 3. In the Posted Sales Invoice window, choose the Correct action.
4. A new sales invoice with the same information is created where you can make the correction. The Cancelled field on the initial posted sales invoice is changed to Yes.
A sales CR/Adj note is automatically created and posted to void the initial posted sales invoice.
- Choose the Show Corrective CR/Adj Note action to view the posted sales CR/Adj note that voids the initial posted sales invoice.
To cancel a posted sales invoice
Choose the
icon, enter Posted Sales Invoices, and then choose the related link.Select the posted sales invoice that you want to cancel.
Note
If the Canceled check box is selected, then you cannot cancel the posted sales invoice because it has already been canceled or corrected. 3. In the Posted Sales Invoice window, choose the Cancel action.
A sales CR/Adj note is automatically created and posted to void the initial posted sales invoice. The **Cancelled** field on the initial posted sales invoice is changed to **Yes**.
- Choose Show Corrective CR/Adj Note to view the posted sales CR/Adj note that voids the initial posted sales invoice.
See Also
Sales
Setting Up Sales
How to: Send Documents by Email
Working with Dynamics NAV