Adjust and correct invoice lines
Fincome offers the ability to audit each billing line and adjust metrics based on specific cases (VAT, discounts, canceled invoices, etc.) in order to build a custom MRR. Correcting an invoice line allows you to faithfully reflect reality: include a forgotten discount, correct an incorrect date or amount, or apply a retroactive reduction to a subscription. These adjustments ensure your SaaS metrics (MRR, churn, expansion, contraction) remain accurate and up to date, preventing your metrics from being distorted.
Steps to correct or adjust an invoice line
There are two ways to correct or adjust an invoice line.
First option: From the customer page
From My Customers > The relevant customer page:
Identify the relevant line: locate the invoice in question, then by clicking on it, the invoice line that needs correction (for example, an invoice where a discount was not applied or a wrong date).
Choose the appropriate action: Click the “...” button to the right of that line to be able to edit it.
Edit the necessary fields: A form window opens with the line details. Update the required information: for example the amount (including the forgotten discount or correcting an error), the start/end period dates if they were incorrect, or the type (one-off or recurring) of the invoice line.
Validate the correction: Save your changes by clicking Save. The platform will then update the invoice line. The correction is immediately taken into account in Fincome, with no further action required on your part.
Second option: From the “Data” tab
Go to the Fincome “Data” page then “Invoice lines”
Note a piece of information about the corresponding invoice line (customer name, an invoice number, an invoice line number...) to find it/them
Check the invoices concerned then click “Edit” on the right
Edit the necessary fields: A form window opens with the line details. Update the required information: for example the amount (including the forgotten discount or correcting an error), the start/end period dates if they were incorrect, or the revenue line category if needed.
Validate the correction: Save your changes by clicking Save. The platform will then update the invoice line. The correction is immediately taken into account in Fincome, with no further action required on your part.
FAQ
→ Does correcting an invoice line retroactively change my metrics (MRR, churn, etc.)? Yes. Any correction applied to an invoice line (amount, period, revenue type, discount, etc.) is immediately taken into account by Fincome and can modify your past and future metrics. This allows you to realign your metrics with the economic reality, even retroactively.
→ What is the difference between correcting an invoice line and changing a calculation option? Correcting an invoice line acts directly on the source data (the invoice itself). Calculation options, on the other hand, define how Fincome interprets that data (for example: churn recognition, consideration of discounts, neutralization of disjunctions). The two approaches are complementary: you first correct the data if it is incorrect, then adjust the options if the observed behavior is related to the calculation rules.
→ Why does a corrected invoice continue to generate MRR even though the period is over? It depends on the configured calculation options. For example, if the option “Recognize MRR after the end of the last billed period” is enabled, Fincome may continue to recognize MRR as long as the subscription is not explicitly canceled. In that case, you should check the subscription status or adjust the corresponding option in the settings.
→ Can I correct multiple invoice lines at the same time? Yes, from the Data > Invoice linesyou can select multiple lines and edit them in a single action. This is particularly useful for applying an identical correction (discount, revenue category, dates) across a set of invoices.
→ Do corrections affect my exports and shared reports? Yes. All Fincome reports, dashboards and exports use the corrected data. Once the modification is saved, it is automatically reflected across all your analyses and shares, with no further action.
Additional resources
Step-by-step video – correction of an invoice line (3 min)
Related article: Frame your revenues and your MRR/ARR – step-by-step method to reconcile your figures between Fincome and your billing system.
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