Occasionally, you may make an error on an invoice or a receipt. Be it incorrect session times, amount charged, or the wrong attendees listed, mistakes happen! You cannot edit any invoices or receipts once they have been created in Owl - this is to protect the integrity of your financial documents.
This means that to repair an error in an invoice or a receipt, you will need to void (delete) the document, fix the error, and then recreate the document. Please note that there is one exception to this rule - if you only made an error in the amount you charged a Client in their invoice, and haven't recorded payment for the invoice yet, you can do a Financial Adjustment, which saves you from having to delete any invoices! To learn how to use this feature, follow this link.
Also, please note that these instructions do not extend to transactions which were processed in Owl using Owl's integrated payments with Stripe - for a full guide to correcting billing errors made with Stripe, please use this guide.
For payment errors, you will need to void the receipt and then re-record the payment.
To delete a financial document, open it and click the Delete button. You can also delete it from the Finances area of the Client Account.
To void a receipt:
- Head to the Client Account.
- Click Finances, open Receipts.
- Click the checkbox next to the receipt you need to void.
- This opens a green edit bar at the top of your list.
- Press Delete.
- You can now go in and re-record the payment with the correct amount or method.
To void an invoice:
- Head to the Client Account.
- Click Finances, open Invoices.
- Click the checkbox next to the invoice you need to void.
- This opens a green edit bar at the top of your list.
- Press Delete.
You can then manually create the invoice from the Session Overview Window, or from the Client Account.
Note - if you have an error for which you have already recorded payment for you, delete the receipt before the invoice.