Hoe een factuur te wijzigen of terug te betalen?

In Odoo, it’s not possible to modify an invoice that has been validated and sent to the customer. If a mistake was made on a validated invoice, the legal way to handle that is to refund the invoice, reconcile it with the original invoice to close them and create a new invoice.

Een gevalideerde factuur wijzigen

If you need to modify an existing invoice, use the Refund Invoice button on the invoice. In the refund method field, select “Modify: create a refund, reconcile, and create a new draft invoice”.

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Odoo zal automatisch

  • Maak een terugbetaling voor uw factuur

  • Reconcile the refund invoice with the original invoice (marking both as Paid)

  • Maak een nieuwe conceptfactuur die u kan wijzigen

Then, you can modify the draft invoice and validate it once it’s correct.

Een factuur annuleren

If you need to cancel an existing invoice, use the Refund Invoice button on the invoice. In the refund method field, select “Cancel: create a refund and reconcile”.

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Odoo zal automatisch

  • Maak een terugbetaling voor uw factuur

  • Reconcile the refund invoice with the original invoice (marking both as Paid)

Nothing else needs to be done. You can send the refund by regular mail or email to your customer, if you already sent the original invoice.

Een deel van een factuur terugbetalen

If you need to refund an existing invoice partially, use the Refund Invoice button on the invoice. In the refund method field, select “Create a draft refund”.

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Odoo will automatically create a draft refund. You may modify the refund (example: remove the lines you do not want to refund) and validate it. Then, send the refund by regular mail or email to your customer.

Tip

Refunding an invoice is different from refunding a payment. Usually, a refund invoice is sent before the customer has done a payment. If the customer has already paid, they should be reimbursed by doing a customer payment refund.