संशोधन (अमेंडमेंट)
Correct documents that are already posted through visible amendments, instead of silent edits.
Why and when you use it
Once an invoice is posted, its amounts have already gone into stock, GST and the customer's balance. Silently editing it would make your books and GST returns disagree. Amendments keep the original and record the correction separately with a reason, so your CA and auditors can see exactly what changed and when. This is mainly for accountants and owners.
Before you start
- Know which posted document needs correcting and what exactly is wrong
- Check whether a credit note or reversal is the simpler fix
Step by step
- Decide the right correctionFor a wrong due date or note, use Edit on the invoice. For goods returned or an over-charge, use a credit note. For a completely wrong invoice, use Reverse. Use Amendments for other corrections to posted documents.
- Open AmendmentsOpen Amendments from the Sales area to see the corrections already recorded.
- Pick the documentSelect the posted document you want to correct.
- Describe the changeEnter the corrected details and a clear reason. Write it so someone reading it a year later understands it.
- Save the amendmentSave it. The original stays as it was and the amendment is recorded alongside it.
- Check the historyOpen the document's History in Sales Invoices to confirm the change and reason are visible.
Worked example
Sharma Traders finds that an invoice to Gupta Kirana Store was posted with a wrong customer detail. Instead of deleting and retyping, the accountant records an amendment.
- The accountant first checks: amounts and GST are correct, so a credit note or reversal is not needed.
- Opens Amendments and picks the invoice.
- Enters the correct detail and the reason: "Customer detail corrected as per customer letter dated 14 Nov 2026".
- Saves the amendment.
- Opens the invoice History icon in Sales Invoices to see the recorded change.
Result: The original invoice and the amendment both remain on record with the reason, so the books, GST data and the audit trail stay consistent.
💡 Tips
- Fix mistakes in the same month where possible, before GST returns are filed.
- If the correction changes GST figures already reported, ask your CA how to show it in the next return.
- Keep the customer's letter or message that asked for the change in Documents.
⚠️ Common mistakes
- Using an amendment when a credit note is the right tool. If the money owed is changing because goods came back, use Returns and Credit Notes.
- Writing vague reasons like "correction". Always say what changed and why.
सवाल
Why can't I just edit the invoice?
Because amounts, items, stock and GST on a posted invoice are never silently changed in Stockivio. Visible corrections keep your books and returns trustworthy.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Explain posted documents and why silent edits are not allowed.
- Scene 2: Compare Edit, Credit Note, Reverse and Amendment in one slide.
- Scene 3: Open Amendments and pick an invoice.
- Scene 4: Enter the change and a clear reason, then save.
- Scene 5: Show the change in the invoice History.