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Why a correction is needed at all

An approved invoice is a financial record, so Zenskar never edits one directly. When a retroactive change to a contract, a price change, a quantity change, a new discount, affects a period that has already been invoiced and approved, Zenskar works out the difference and applies it separately instead of rewriting history. Which direction that difference runs determines what happens next.

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When the customer was undercharged

If the change means the customer should have paid more for an already-approved period, Zenskar delivers the difference in one of two ways:
  • By default, a separate invoice, dated back to the original period, is raised for just the difference.
  • A contract can instead be configured so the difference is added to the customer’s next regular invoice rather than raised as its own back-dated document.

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When the customer was overcharged

If the change means the customer should have paid less, the reduction is carried forward and offsets the customer’s upcoming invoices, appearing as smaller future invoices rather than a standalone document.
Delivering an overcharge correction as a standalone credit note, rather than carrying it forward, is not supported yet. Whatever is owed back to the customer will show up as reduced future invoices.
A standalone credit note is not just unavailable in the interface, the underlying setting for it exists but does nothing if reached another way. If a contract is ever configured to request a standalone credit note for overcharges, Zenskar accepts the setting without error but does not act on it: the correction is still carried forward as reduced future invoices, silently. Do not rely on this setting to produce a credit note.

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What’s not configurable yet

Which of the two undercharge behaviors applies is set per contract, using a single active rule at a time, and it locks once the contract is active. For overcharges, carrying forward is the only option today; there is no equivalent switch in the interface. See the contract reference for how this is represented.