How to create a new invoice, when the first one was credited?

Support User
1

Hello, dear Tryton experts,

I’m in trouble with crediting an invoice, as I was told this is the best proper way to correct a faulty invoice.

My scenario:

  • sale done
  • invoice posted, not yet paid
  • invoice credited with the “credit invoice” wizard; tried both option on box “with refund”
  • posted credit bill
  • found two complementary invoices

Now I need to create a new invoice. But at the sale, there still is a posted invoice. And the sale is either in state “awaiting payment” or “paid”, depending on “with refund” selection.

How can I now create a new invoice? IMHO, it should be linked to the sale created before.
I’d be really greateful for a step-by-step-explanation for dummies… (;

Greetings,
EG

2

Once posted the invoice can no more be modified.

It can no more be created by the sale as for the sale the invoice has been created and posted.

If you care about correct price for reporting, you show use the Account Invoice Correction Module instead of making a credit note as it will keep the link with the stock moves.

Otherwise you will have to create the invoice manually.

3

Thank you, Sir, for your advice.

So I checked the correction module. Is a workflow as follows correct:

  • hit “correction”
  • select items to be corrected
  • at the new created invoice, delete entries with positive amounts, keep those with negative
  • post new invoice and send it to customer

Correct to do so?

Thank you.
EG

4

No you must keep both as you must cancel the previous invoice lines.
You just need to “update” the positive lines with the correct values.

5

Sorry, having to bother you again. Where I now do understand how invoice correction works, I still dont understand the “credit the whole invoice” behaviour.

I can see these cases:

  1. Invoice has not yet been paid. When I credit it (and tell customer about this), in real world the sale IMHO goes back to status “draft”, and such goes the invoice. So IMHO, there should be a new invoice draft in Tryton, which can then be edited, posted again etc.
  2. Invoice already has been paid. When I credit it (and tell customer about this), in real world there must be
    a refund to customer, and
    the sale IMHO goes back to status “draft”, and such goes the invoice.
    Again, there should be a new invoice draft in Tryton, which can then be edited, posted again etc. In addition, a credit bill for the refund must be created.

That’s just my best guessing. I’m seriously asking for fellows’ opinions, dont want to be assertive.

EG

6

This is not how real world works in most countries. A posted invoice can never be modified.

This is what the credit invoice does.

Again no, posted invoice can never go back to draft.

I do not understand why you are talking about the sale state as it has nothing to do with the invoice and once the customer validated the sale order, there is no reason to go back to draft.

7

Alright, got that. Unprecise statement at my side.
What I wanted to say: 'Invoicing status of the sale should IMHO go back to “draft” '.

Ah yes, I should have seen this. Thank you.

This is hard to understand for me, sorry for that.

My goods are remaining at the customer’s, we agreed that he’s got to pay for them. The initial invoice was cancelled out by the credit bill. No payment was done. So I still have a financial claim (receivable?) on him.
So I need to create a new invoice. To have the sale data, and to have it linked to the sale, I thought that best is to create it out of the sale again. But I cannot if sale status is “paid” or “awaiting payment”. And in real world, it neither is paid or awaiting payment.
For my understanding, there is a mismatch between Tryton and reality here.

I’d be grateful for further clarification.

EG

8

If you have an idea how to deal with that, patch is welcome.
But for now if you make mistakes at some point you have to deal with it manually.

9

Unluckily, this is beyond my abilities.
But I’ll create a bug report, so it may not be forgotten.