Billing Clerk how-to

How to Fix an Invoice Error

Fast fixes keep customers happy.

Updated By the Career Education Institute Curriculum Team
Quick answer

Fast fixes keep customers happy. In short: confirm; find; issue, then complete the remaining steps below.

Step by step

  1. Confirm the error.

  2. Find the cause.

  3. Issue a credit memo.

  4. Reissue the invoice.

  5. Notify the customer.

  6. Fix the root cause.

Safety reminders for billing clerks

  • Protect customer payment data
  • Follow PCI rules
  • Prevent fraud
  • Use ergonomic setups

Invoice · Accounts receivable · Payment posting · Aging report · Credit memo · Net 30: see the full billing clerk glossary.

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