Return for correction sends an unissued invoice request back for preparation when its reviewer identifies a problem. Read the saved review note and open the same draft. The issue may involve contact identity, account mapping, dates, tax treatment or the customer terms.
Correct the supported details and save the draft before preparing a new issuance review. Recheck the entire document, including fields not specifically mentioned in the note. A changed customer or amount can affect several related selections.
Keep the correction attached to the existing request rather than preparing another invoice for the same sale. The saved history should show which terms were reviewed and how the issue was resolved. If the underlying agreement changed, retain appropriate evidence for the revised terms.
After the corrected version is issued, prepare or review its current PDF before delivery. An earlier preview or attachment may not represent the new revision. Confirm issuance, email status and payment recording separately when reporting the document's progress.
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