Create a construction invoice credit note with Alfie after confirming the correction

A credit note changes financial state and can affect the customer balance, VAT treatment and project revenue. It should never be created from a vague request such as “reverse the last invoice”. Alfie currently supports create_credit_note, but the action is high risk, requires invoice write permission and uses confirmation gates. The model helps resolve the request; Enfin controls the business record and execution.

Identify the exact original invoice

Use invoice number, customer and project. Check issue date, amount, status and any earlier credit notes. If several invoices match, stop and clarify. A credit against the wrong progress claim can distort both receivables and project reporting.

Keep the original invoice unchanged. The correction must form a linked document chain.

Record a specific reason

State whether the correction concerns quantity, price, scope, duplicate billing, cancellation or another verified cause. Link the approved site or commercial evidence. Avoid a generic reason that leaves finance and the customer unable to understand the change.

If the dispute is unresolved, do not use a credit note merely to clear an overdue alert.

Choose the correction amount

Decide whether to credit the full invoice or selected value. Reconcile original amount, previous credits, payments and remaining balance. Check the effect on advances and progress billing.

Tax treatment should follow the company’s accounting review and official requirements. Alfie does not provide an independent legal or tax determination.

Inspect the high-risk confirmation

create_credit_note is classified as financial state with manual reversal as its rollback strategy. It requires invoices.write. The current contracts require confirmation on web, WhatsApp and voice and log proposal, confirmation, execution and failure reason.

Read invoice, customer, reason and amount in the preview. Never confirm solely from the chat wording when the underlying document is not visible.

Separate creation from delivery

Creating the credit note and sending it are different actions. Verify document details and the correct channel before delivery. For Belgian B2B transactions in scope, consult the current official e-invoicing rules for structured credit-note treatment and references.

Store transmission status with the correction chain so the team knows what the customer actually received.

Reconcile balances after execution

Confirm the customer balance, project revenue and accounting export reflect the intended result. Check whether a replacement invoice is still required and assign it. If the credit note was wrong, use the formal correction path; do not delete audit history or rewrite the original request.

Read also Belgian Peppol invoicing and meet Alfie.