Correcting an invoice
Revert a booked invoice to draft, reverse it with a credit invoice, copy it or move it to another customer.
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You cannot simply change a booked invoice. Which route you choose depends on how far the invoice has progressed.
All corrections except reverting are in the actions menu (three dots) next to Send notification.
| Situation | What you do |
|---|---|
| The invoice has just been booked and not yet sent | Revert to draft |
| The invoice has already been sent or is too old | Reverse with a credit invoice |
| You want to reuse the same lines | Copy |
| The invoice is on the wrong customer | Move |
| The amounts are wrong | Recalculate |
Reverting to draft
As long as the invoice has not left the building, you revert it to draft and book it again after your change.
It is possible if all of the following apply:
- The invoice is booked.
- Tillor has not yet sent a notification for it, through any channel.
- The invoice has not been sent via Peppol.
- The invoice date is less than 7 days ago.
Open the booked invoice
Go to AdministrationInvoices and open the invoice.
Revert it
Click Revert to draft and confirm with Yes, revert to draft. If the button is not there, the invoice does not meet the conditions.
Change the invoice and book again
Change the lines and click Book invoice.
In the meantime the invoice has a draft number with the original number in brackets. The Rounding line is removed and comes back when you book again. When you book again, the invoice gets its original number back, with the original invoice date and due date. A draft that comes from a booked invoice cannot be deleted.
After a revert, that event on the Events timeline has a Restore version button. With it you replace the current lines with the lines as they were at the moment of reverting. If the invoice has been booked again by then, Tillor first reverts it to draft again.
Be careful
If the invoice has already been printed, shown to the customer or shared in some other way, be careful. The customer then has a version that will soon no longer be correct.
When reverting is no longer possible
If the invoice no longer meets the conditions, for example because a notification has already been sent or the invoice is older than 7 days, you can still revert it with the Invoice corrections permission. Open the three dots at the top right of the invoice page and choose Force revert to draft. Only use this if it is legally and accounting-wise acceptable. A credit invoice via reversing is usually the cleaner solution.
Reversing an invoice
By reversing you create a credit invoice that cancels a booked invoice. This always works, even if the invoice has already been sent or paid.
Reverse the invoice
Open the three dots at the top right of the booked invoice and choose Reverse invoice. Tillor creates a new draft with the same lines in negative amounts and opens it.
Check and book
Adjust the draft if needed and click Book invoice. It then becomes a Credit Invoice.
The two invoices refer to each other. In the Invoice Information, the credit invoice shows Reversal of and the original invoice shows Reversed as. In the invoice list on the customer profile you see the label Reversal draft on the draft and This invoice was reversed on the original invoice.
If you have reversed an invoice before, Tillor asks for confirmation with Yes, reverse again, so you do not accidentally create two credit invoices.
If you want to offset the credit invoice against the original invoice, choose Internal Transfer when paying. See Internal transfer.
Copying an invoice
Choose Copy invoice in the actions menu of a booked invoice. Tillor creates a new draft with the same lines, the same note and the same direct-debit mandate, and opens it. The Rounding line is not copied.
Moving an invoice to another customer
If an invoice is on the wrong customer, you move it.
Open the actions menu
Click the three dots at the top right of the invoice page and choose Move to customer.
Choose the customer
Choose the Target customer and click Move invoice.
The invoice moves along with the linked payments, meter batches and comments. A booked invoice is then sent to your accounting again. If the invoice has already been sent via Peppol, you cannot move it.
Recalculating an invoice
If the amounts on a booked invoice do not match the lines, choose Recalculate invoice in the actions menu. Tillor recalculates the totals.
Deleting a draft
You can delete a draft invoice with Delete invoice in the actions menu. You then return to the customer's profile. You cannot delete booked invoices, you reverse those.
What happens next?
| Route | Result |
|---|---|
| Revert to draft | The invoice number is kept. When you book again, the invoice gets its original number and dates back. |
| Reverse | A credit invoice is created that refers to the original invoice. You can offset it with an internal transfer. |
| Copy | A new draft is created. The original invoice does not change. |
| Move | Payments, meter batches and comments move along. A booked invoice goes to your accounting again. |
| Recalculate | The totals are recalculated from the lines. |