Correct an invoice

Open an invoice and select Correct. HaulApp asks whether the invoice should exist and, if it should, whether the corrected total would cover credits already applied. The answer points you to an edit, void, or credit memo. An unavailable action shows the reason on the invoice.

Correction	Choose it when	Result
Edit	The invoice should still exist and its lines or details need changing.	A new numbered revision becomes current; earlier versions remain in History.
Void	The invoice should never have been issued and no payment or credit is applied.	The invoice is cancelled at zero; its number and history remain.
Credit memo	You owe the customer a reduction, including when a paid or credited invoice cannot be voided.	A separate customer credit is issued; the original invoice stays on file.

Edit an issued invoice

On an eligible invoice, select Edit invoice. Change the date, due date, PO, lines, or the ticket work behind a line. Enter a reason and save the proposed edit. Review the old and proposed versions and any commission effect, then apply it. HaulApp records the next revision. A saved proposal can be resumed or discarded; only one can be open on an invoice at a time.

An edit cannot reduce a line below an amount already credited against it, or reduce the invoice total below credits already applied. If HaulApp refuses the edit, review a credit memo for the difference. Once an invoice is linked to QuickBooks, ordinary local editing is restricted: use QuickBooks reconciliation to review a connected change rather than assuming an edit will be sent automatically.

Void an unpaid invoice

Select Void invoice, enter a reason, and review the tickets and proposed commission reversals. The invoice remains in history at zero, and its number cannot be reused. Void and re-invoice can create a new draft for the same work where the source work is available.

HaulApp refuses a native void when a credit is applied, a billing-error credit already corrects the invoice, or another correction is pending. A QuickBooks-linked invoice needs a separate accounting review with fresh evidence that it is unpaid and uncredited. Its source work remains held until every accounting destination confirms the void; a zero balance alone is not proof that the invoice was voided. See Review QuickBooks activity.

Review commission effects

Issuing an invoice can earn commission. An edit, void, or billing-error credit that reduces commissioned work can propose a reversal. The original earning and any approved payable remain recorded. Billing or the owner reviews each proposal on the invoice or under Payables; the correction does not automatically rewrite a bill or mark it paid. A goodwill credit does not change billed work or commission. See Commissions and payables.

When a correction is unavailable

Imported WATMS invoices are historical records and cannot use these native correction actions. QuickBooks-linked invoices require accounting review, and the connected company’s write and read capabilities may be unavailable. Check the refusal shown on the invoice and the accounting status before making a change in QuickBooks. If a QuickBooks write may have succeeded but its response is missing, investigate it before approving another write.