In Navigator, it is not possible to directly change the details of an invoice once it has been raised. This restriction ensures that all financial records maintain their integrity and comply with accounting standards.
How to Correct Invoice Details
If an amendment is required, the following steps must be taken:
Raise a Credit Note:
- Reverse the original invoice by issuing a credit note. This will cancel out the original transaction.
Reissue the Invoice:
- Create a new invoice with the corrected details. Ensure all information is accurate before finalising the new invoice.
Why Can't Invoices Be Amended Directly?
This policy is in place to:
- Maintain Compliance: Ensure all accounting practices adhere to legal and regulatory requirements.
- Preserve Audit Trails: Provide a clear record of all changes for transparency and auditing purposes.
- Prevent Errors: Avoid accidental modifications that could lead to discrepancies in financial reports.
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