Correct, cancel or reject a document
Issue a credit or debit note against an invoice, and find out what you can and cannot do with a document that was already sent or one you received. You need access to Documents in the Invoice Portal.
Once a document has been sent to the tax authority or the Peppol network, you cannot edit it, recall it or delete it. To change what it says, you issue a new document that refers to it.
What the Invoice Portal offers
| You want to | In the Invoice Portal |
|---|---|
| Reduce or reverse an invoice you issued | Create a credit note that refers to it. See below. |
| Charge more on an invoice you issued | Create a debit note that refers to it. See below. |
| Fix a document marked Needs Correction | Open it, correct the fields and resubmit. It was never sent. See Create and fix documents. |
| Cancel or withdraw a document you already sent | There is no cancel or withdraw action. Issue a credit note instead. |
| Reject or accept a purchase document you received | There is no reject, accept or reply action. Contact the supplier and ask for a credit note or a corrected document. |
The Withdrawn, Buyer Rejected and Seller Cancelled statuses you may see in the list are set by the tax authority or the network, not by a button in the portal. See Document statuses.
Issue a credit or debit note against an invoice
Start a new document
Open Documents, then Sales, and choose Create new document. The Invoice Portal has no “credit note from invoice” shortcut, so you start from a blank form.
Choose the note type
Set Base document type to Credit Note or Debit Note. In Saudi Arabia, choose Simplified Credit Note or Simplified Debit Note when the original was a simplified (B2C) invoice.
Refer to the original invoice
Fill in the fields that point back to the original. Their names depend on the country:
| Country | Fields |
|---|---|
| United Arab Emirates | Reference ID (the original invoice’s number) and Credit Note Reason Code. Both are required for a credit note. |
| Saudi Arabia | Reference ID and Note Issuance Reason. The reason is required for credit and debit notes. |
| Malaysia | Reference ID, Original E-Invoice Reference UUID (the UUID LHDN gave the original) and Billing Reference ID |
| Oman | Reference ID and Referenced document UUID |
| Belgium and Germany | Reference ID |
The field reference for your country says exactly which are required: United Arab Emirates, Saudi Arabia, Malaysia, Oman, Belgium, Germany.
Enter the amounts and send it
Enter the lines and amounts being credited or debited, using the same seller, buyer and currency as the original. Choose Create invoice. When the note shows Ready, choose Submit to Government.
You should see the note in Sales with its own document number. It moves through the same statuses as an invoice.
To send credit notes from your own system instead, send them through your integration with the credit_note base type. See Document types.
If something goes wrong
The note is marked Needs Correction for a missing reference: fill in the reference fields listed above for your country, then choose Update invoice.
The original invoice is Non-Compliant: it was never accepted, so there is nothing to credit. Create a corrected invoice instead.
You received a purchase document with wrong details: ask the supplier to issue a credit note or a corrected invoice. It arrives in Purchases like any other document.
Next, see Document statuses to follow the note after you send it.