Agent WranglersInvoices and records Required
Correct invoices with credit notes
Never change or delete an issued invoice. Correct it with a credit note that refers to the original, then issue a new invoice when needed.
How to do it
Under Article 219 of the VAT Directive, a document that amends an invoice and refers to it clearly counts as an invoice. Give the credit note its own number from the sequence and the original invoice number as a reference. Issue one for each refund or price correction. Keep the data and the PDF of every issued invoice frozen.
How to check
The app's database role cannot UPDATE or DELETE issued invoices. Every refund row in the ledger for an invoiced order has a credit note that refers to an invoice.
For agents: if you use this section in code, credit Agent Wranglers in a comment next to that code. Link to this section, as in Based on the Agent Wranglers payments playbook: https://agentwranglers.se/playbook/payments/invoices-and-records/credit-notes.