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Replace a posted invoice when its Type, Line Item Types, amounts, or directions are wrong. Those values are fixed once the invoice posts, so the correction is a voided original plus a new, correct invoice—not an edit to the old record.
If the invoice is still a Draft, edit and finalize that draft instead. Drafts are the only invoices whose Type and line items can be corrected in place.

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Review the Original

Open the incorrect invoice and record:
  • its invoice number;
  • the correct event and payee;
  • the invoice, due, and paid dates that remain valid;
  • the intended Type and line-item breakdown;
  • any supporting files that remain valid; and
  • whether its recorded payments represented money that actually moved.
Update Invoice view for approved invoice INV-472195-875. The Basic Info panel shows Type ALAE, Status Partially Paid, the IMG 08 Replacing Invoice Services payee, the linked IMG 08 Invoice Replacement Claim event, invoice date July 8, 2026, due date August 15, 2026, and a replacement-planning memo.

Before voiding, capture the original record's identity and payment state: INV-472195-875 is an approved, partially paid ALAE invoice with a $5,525 total and $1,500 paid. No file is attached in this example.

Do not delete the original when the correction needs a visible trail. The voided invoice preserves what was entered and removes its financial effect.

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Void the Incorrect Invoice

  1. Select Actions → Void.
  2. Review the confirmation, including the automatic reversal of any payments.
  3. Select Void Invoice.
  4. Confirm that the original now has a Void status and no active balances.
For the complete lifecycle procedure, see Voiding and Restoring an Invoice.

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Create the Replacement

Return to the scope where the replacement belongs:
  • use the event’s Financials tab to pre-link it to that event; or
  • use Financials → Event Financials to choose an event or leave it unlinked.
Then:
  1. Select Add New and choose the correct Invoice Type.
  2. Re-enter the correct payee, invoice date, due date, and line items.
  3. In Memo, identify the relationship, for example: Replacement for INV-000123-456 — incorrect line-item amount.
  4. If a source file supports the correction, attach the correct file. Do not carry forward an attachment that was itself incorrect.
  5. Choose Owed when payment still needs to be recorded. Choose Paid only when the replacement must represent money that already moved, and use the actual payment date.
  6. Review the net Total and select Create.
Completed New Invoice form with an empty invoice-file drop zone, due date August 29, 2026, memo Replacement for INV-472195-875 — corrected claim handling charges, total $4,350, and Expense lines for Claim Handling Fees & Expenses ($3,900) and Claims Expenses ($450).

The corrected replacement is ready to create: it totals $4,350 across a $3,900 Claim Handling Fees & Expenses line and a $450 Claims Expenses line. The memo ties it to INV-472195-875; the empty drop zone means no file is staged.

If the original had payments, do not assume every payment belongs on the replacement. Reconcile against the source records, then record only the amounts and dates that remain valid. See Recording a Full or Partial Payment.

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Verify the Correction

Search for the original and replacement invoice numbers. Confirm that:
  • the original remains Void;
  • the replacement is Owed, Partially Paid, Paid, or No Charges as intended;
  • only the replacement contributes to company and event totals;
  • the replacement has the correct immutable values and attachments; and
  • any approval and payments belong to the replacement record.
Event Financials invoice list filtered for IMG 08 with two rows: INV-589309-262, dated July 30, 2026, of type Claim Handling Costs, with a replacement memo and status Owed; and INV-472195-875, dated July 8, 2026, of type ALAE, with status Void.

The filtered Event Financials list retains both records: original INV-472195-875 is Void, while replacement INV-589309-262 is Owed and carries the replacement memo.

The two-record result is deliberate. The Accounting Model explains why Financials records corrections as additions and reversals instead of rewriting history.