Everyone makes small mistakes — a wrong traveler, a missing service, or an incorrect price.
Follow these steps to correct them properly while keeping the audit trail intact.
📌 Screenshot: [Correction workflow placeholder]
Step 1 – Identify the issue
Use the Audit tab or your Notes to confirm what went wrong:
wrong client, incorrect service price, or missing data.
Step 2 – Check invoice status
If no invoice has been issued yet → you can freely edit services or travelers.
If an invoice exists → you must issue a credit note before making changes (see Collection 4 Article 5).
Step 3 – Apply the fix
Wrong client: change the main customer (Hoofdboeker) in the General tab.
Incorrect service info: open the service line, edit, and click Save.
Duplicate service: delete using the red cross ❌ if not invoiced.
Missing service: add it manually under “Add Service.”
Step 4 – Re-create documents if needed
If your fix affects totals or descriptions:
Cancel or credit the old Travel Agreement or invoice.
Re-create a new one with the correct details.
Step 5 – Add an internal note
Always log what you changed and why in the Notes field:
“2025-07-12 – Adjusted hotel price from €900 to €850 due to TO discount.”
This helps Admin and other users follow the correction.
💡 Tip: Never delete confirmed documents or invoices. Always use the credit-and-reissue process — this keeps accounting and reporting consistent.