Deleting invoices is not possible for bookkeeping purposes. Deleting invoices would create gaps in the financial history and would cause inaccurate reporting. Instead of deleting an invoice, to keep records intact, it is possible to create a correction invoice.
There are different steps for sent invoices and invoices that are still open. Please make sure to carefully check which steps you need to follow.
Creating correction invoices
When you create a correction invoice, you will have two opposing invoices that cancel each other out.
An invoice that is issued to the customer creates a positive financial record. For example: €500. By creating a correction invoice, a negative financial record is created. For example: −€500. The positive amount from the invoice and the negative amount from the correction invoice cancel each other out. €500 − €500 = €0.
You can only correct invoices in the Tebi App.
Invoices with the status Open
In the Tebi App, go to Menu > Invoices
Click on the invoice line/customer
Click on the three dots and select View history
Select the invoice you want to correct
Click on the three dots > Correct sale
Remove the products
Click the red Refund button and select payment method Invoice
Choose Use existing invoice and choose the open invoice you want to add the credit note to (this should automatically be set to the right one, but always make sure to double check)
The total invoice amount will now include the original sale and the correction invoice adding up to €0 and the invoice will automatically be closed
When there is a difference between the original invoice amount and the correction invoice amount, if desired, you could send your customer a message with the amount they need to transfer to your bank account.
Invoices with the status Sent
In the Tebi App, go to Menu > Invoices
Click on the invoice line/customer
Click on the three dots and select View history
Select the invoice you want to correct
In this invoice, click on the three dots > Correct sale
Remove all the products from this invoice sale
Click the red Refund button and select payment method Invoice
This correction sale functions as a Credit note, and this refunded invoice will appear under the Open status
Both the original and correction invoice now need to be closed by "Paying" for the Invoice (recommended payment method: external payment)
Go into both invoices, click the Pay button, and select External payment method. Make sure whichever payment method you choose, they need to be the same for the original and correction invoice
To send the "Credit note" of the corrected invoice, go into the now closed invoice > click the three dots > Share invoice
Can I split a combined invoice into separate invoices?
No. It is not possible to split a combined (summary) invoice into separate invoices. If you need separate invoices per sale, turn off Combine Sales in the Back Office under Sales > Settings before closing sales on an invoice. This ensures each sale generates its own individual invoice going forward.
If a combined invoice has already been created and you need to undo it, you will need to correct the combined invoice using the correction steps above, and then re-create the individual sales on separate invoices.