If you need to correct an invoice that has already been created – for example because the billing address was wrong or order items have changed – you can reissue it with one click. Pickware automatically cancels the existing invoice and, in the same step, creates a new invoice based on the current state of the order.
How it works
Attention: If the customer has multiple addresses, select the correct billing address in the order's Detail tab before reissuing. Otherwise, the new invoice will use the old address.
Open the order and switch to the Documents tab. Open the context menu of the relevant invoice and select Reissue invoice.
The dialog shows you the number of the existing invoice and tells you that a cancellation invoice and a new invoice with a new number and today's date will be created. Once you confirm the dialog, the Documents tab contains three documents: the original invoice, the associated cancellation invoice, and the new invoice. All three are recognizable as a connected chain.
The new invoice takes over the current state of the order, for example a billing address that was modified in the meantime. The number and date of the new invoice are always new – old values are not carried over.
If reissuing fails after the cancellation, the cancellation invoice remains in place and you will see an error.
In which cases does reissuing help?
You use the same approach if the invoice date is wrong, for example because of an incorrectly set server time. An existing invoice cannot be deleted or overwritten, so the way to go is always a cancellation invoice and a new invoice.
When "Reissue invoice" is not available
Reissue invoice is disabled in two cases: if the invoice has already been cancelled, for example because you have already reissued it once, and if an invoice correction exists for the invoice. An invoice with an invoice correction cannot be cancelled. The tooltip on the disabled entry tells you the respective reason.
You cannot cancel a cancellation invoice itself.
Reissue an invoice via Pickware AI Chat
You can also trigger the same action in the Pickware AI chat, for example with the prompt Erzeuge die Rechnung dieser Bestellung neu. Before it is executed, you confirm the action; the confirmation tells you the invoice number concerned and what will happen as a result. You can learn more about Pickware AI in the article What is Pickware AI?