Adjust and correct invoice lines
Fincome offers the ability to audit each invoice line and adjust metrics according to special cases (VAT, discounts, canceled invoices, etc.), in order to build a tailored MRR. Correcting an invoice line allows you to accurately reflect reality: include a forgotten discount, correct an incorrect date or amount, or apply a retroactive reduction to a subscription. These adjustments ensure that your SaaS indicators (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 concerned customer's 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 an incorrect date).
Choose the appropriate action: Click the "..." button to the right of that line to be able to modify 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 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 reflected in Fincome, with no further action required on your part.
Second option: From the "Data" tab
Go to the "Data" page of Fincome then "Invoice lines"
Note a detail 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 reflected in Fincome, with no further action required on your part.
Additional resources
Step-by-step video – invoice line correction (3 min)
Associated article: Frame your revenue and your MRR/ARR – step-by-step method to reconcile your figures between Fincome and your billing system.
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