Tripletex: Correcting a Paid Invoice in Matters.Cloud

Tripletex: Correcting a Paid Invoice in Matters.Cloud

Introduction

In some situations, an invoice that has already been issued and paid needs to be corrected. For example, the invoice may have been issued with incorrect details or needs to be replaced with an updated version.

Steps to Resolve

Step 1: Unallocate the Payment in Tripletex

  1. Log in to Tripletex.
  2. Locate the relevant invoice and payment.
  3. Unallocate (remove) the payment from the invoice.
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This step ensures that the invoice is no longer marked as settled in Tripletex.

Step 2: Delete the Payment in Matters.Cloud

Once the payment has been unallocated in Tripletex, you can delete the payment in Matters.Cloud using either of the following methods:

Option A: Delete from the Invoice

  1. Open the relevant invoice.
  2. Scroll to the Totals section at the bottom of the invoice and click the payment link.


  3. Click Delete to remove the payment from the invoice.

Option B: Delete from Finances > Payments Page

  1. Go to Finances > Payments.
  2. Select the relevant payment.


  3. Click Delete.

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After deleting the payment, the invoice will no longer be marked as paid in Matters.Cloud.

Step 3: Create a Credit Note and Reissue the Invoice

Once the payment has been removed:
  1. Open the original invoice.
  2. Create a credit note for the invoice.
  3. Issue a new corrected invoice as required.

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