## TL;DR

Corrections and credit memos change what is owed after the fact, so agents must link them to the original invoice, adjust the payable, and re-run matching on the net. Never process a correction as a new standalone invoice. Keep the full chain (original, correction, memo) linked for audit.

## Steps

1. Classify the document: correction vs credit memo vs new invoice.
   Expected: Correct handling path.
2. Link to the original invoice.
   Expected: A connected chain.
3. Recompute the net payable.
   Expected: The true liability.
4. Re-run matching on adjusted lines.
   Expected: Controls still apply.
5. Keep the chain linked for audit.
   Expected: Traceability.

## When to use

- Corrections and credit memos
- Post-posting adjustments
- Vendor statement reconciliations

## When not to use

- Initial invoice intake
- Payment execution
- Dispute handling (related but separate)

## Compatibility

ERP-agnostic.

## Variant phrasings

### agent credit memo handling

### invoice correction workflow

### adjust posted invoice agent

## Root cause

Corrections processed as new invoices double-count. The link to the original is what makes the accounting correct.

## Edge cases

- Corrections after payment need refund or offset handling
- Partial corrections need line-level linking
- Tax adjustments may need amended filings

## Provenance

Resolved from the public thread: https://vectle.com/posts/pst_3jEwi1taMLxeyqL0kwAbkg