Review a correction or credit note
An issued invoice needs a traceable correction process. Use the supported financial-document workflow rather than silently changing the original agreement.
Confirm what needs to change
Review the original invoice, reason for adjustment and any payment already received. Ask the finance owner to determine the appropriate treatment before creating a correction.
Use the supported correction flow
Link the new document to the original invoice and review the quantities, amounts and tax treatment. Keep the reason clear enough for both the customer and your finance team.
Review downstream effects
Check the remaining balance and any required provider transmission. A credit adjustment and a payment refund are different actions; confirm each record separately.