What happens when a client pays an invoice — and then you discover it was billed incorrectly? In this video, we walk through a real situation from one of our clients: an invoice that included expenses the contract didn't allow, which had already been paid before the error was caught.
Because paid invoices aren't editable in BaseBuilders, there's a specific workflow to handle this cleanly — and it's simpler than you might think.
In this video you'll learn how to:
Remove a payment from a paid invoice without deleting the income record
Edit an issued invoice to correct the billing error
Leave an audit comment explaining why the invoice was changed
Apply the remaining client credit to the next invoice automatically
Whether you've overbilled a client, received an overpayment, or need to issue a credit against a future invoice, BaseBuilders handles it cleanly — and keeps your records accurate throughout.
Timestamps
0:00 — The situation: an expense billed that shouldn't have been
0:53 — Why paid invoices aren't editable
1:03 — How to remove the payment from the income record
2:01 — Editing the issued invoice and removing the expense line
2:44 — Adding an audit comment to document the change
3:27 — Applying the client credit to the next invoice
5:57 — Summary of your options