Occasionally an invoice or payment will be processed and then be justifiably queried by customers or employees after it has gone to invoicing or payroll.
Under normal circumstances Invoices and payments will be processed accurately, as only information that requires changing is changed and everything defaults to individually tailored setting without further user input.
A locked shift can still be cancelled or edited, and this is done by creating a cancellation shift which has the same information as the original locked shift. This shift is automatically included in the next reconciliation and contributes a negative amount which effectively cancels the original payment or invoice.
In the case of the invoice this produces a (negative) credit item.
If a credit note is required by its self then an alternate date for the invoice run should be chosen. Typically a day after or a day before the next scheduled run. The cancellation should be done once all other shifts have been locked and processed and no further shifts checked as worked until the alternate date for the invoice has been locked.
If a shift has been cancelled but the option to create a new alterable shift has not been taken, then cancelling the cancellation will lead into this step. The created shift will be in red, but still can be edited for location or duration and can be reconfirmed as worked.
When the next reconciliation is carried out: totals should then be correct over the process from the first uncorrected shift to the final amount. There will be appropriate annotated items in each Invoice (or Invoice / Credit Note)