Eliminare le fatture non è possibile per motivi contabili. Eliminare le fatture creerebbe lacune nella cronologia finanziaria e causerebbe report non accurati. Invece di eliminare una fattura, per mantenere intatti i registri, è possibile creare una fattura di rettifica.
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
Quando crei una fattura di rettifica, avrai due fatture opposte che si annullano a vicenda.
An invoice that is issued to the customer creates a positive financial record. Ad esempio: €500. Creando una fattura di rettifica viene creata una registrazione finanziaria negativa. For example: −€500. L’importo positivo della fattura e l’importo negativo della fattura di rettifica si annullano tra loro. €500 − €500 = €0.
Puoi correggere le fatture solo nell'app Tebi.
Invoices with the status Open
In the Tebi App, go to Menu > Invoices
Click on the invoice line/customer
Clicca sui tre puntini e seleziona Visualizza cronologia
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
Seleziona la fattura che vuoi correggere.
In questa fattura, clicca sui tre puntini > Correggi vendita
Rimuovi tutti i prodotti dalla vendita di questa fattura.
Click the red Refund button and select payment method Invoice
Questa vendita di rettifica funziona come una nota di credito e questa fattura rimborsata apparirà sotto lo stato Aperto.
Both the original and correction invoice now need to be closed by "Paying" for the Invoice (recommended payment method: external payment)
Vai su entrambe le fatture, fai clic sul pulsante Paga e seleziona il metodo di pagamento Pagamento esterno. 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.