Updating company details on a (posted) invoice
💡 Have customer details (such as name, address, or VAT number) been updated after you’ve posted an invoice? You can still update these details on the invoice.
Update the customer details in Companies - Companies.
Go to Invoicing - Sales invoices and open the invoice where you want to refresh the company details.
Click the menu icon in the top right and select Save and update company data.
💡 When you then send or download the invoice, the updated details will be shown correctly on the document.
Wrong company linked to sales invoice/order
💡 If you accidentally selected the wrong company in a sales order or invoice, you will need to adjust the customer in the sales order/invoice.
💡 Has an eAD already been submitted in Douano for this shipment? First cancel it via Douano – eAD Shipments, under the Submitted tab.
💡 If excise duties for this sale have already been declared in Douano, you can no longer change the customer. In that case, you will need to issue a credit note (see next step).
💡 Are you using the EMCS plugin and has an eAD already been approved for this shipment? Then you cannot change the customer either. In this case, you also work with a credit note (see next step).
⇢ Follow the steps in this 👉 guide to select a new company in the sales order/invoice.
Issuing a credit note and creating a new order/invoice
💡 When the sales order can no longer be cancelled (excise duties declared or eAD approved), you must issue a credit note and take the goods back into stock. For this, follow Scenario 1 in this 👉 guide.
⚠️ Are you using the EMCS plugin and has an eAD already been requested/approved for this shipment? Then you must first request a Change of Destination for this eAD. You can follow this 👉 guide for that.