Correct an Invoice Praxis Desk

Create a corrected new invoice based on the original. To void the invoice instead, see Cancel an invoice.

Requirements

• You need the Korrektur erstellen permission.
• You need the Invoice Correction module.

Required license

Correction requires the Invoice Correction add-on for Praxis and Desk. If the module isn't included in your license, contact support@offisy.at.

How to proceed

A correction creates a new invoice based on the original. The new invoice references the original invoice. Already invoiced appointments, billable services, or coupons can be re-invoiced this way.

1. Open the action menu for the invoice, fee note, or receipt.
2. Click Create Correction for Invoice (or Create Correction for Fee Note, depending on the document type).
3. The invoice dialog opens, pre-filled with the original invoice's data.
4. Adjust the line items or amounts.
5. Create the new invoice.

The new invoice is the corrected version and references the original invoice.

Common issues

• No correction option in the menu: The Invoice Correction module isn't active in your license. Or the invoice is a draft, canceled, or a cancellation invoice.