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Credit notes / re-push when Reference already set

A Greentree Reference is already stored on an invoice, but you need a credit note path or a re-push after a correction. Greentree does not treat References as freely reusable create keys.

When you need this

A Greentree Reference is already stored on an invoice, but you need a credit note path or a re-push after a correction. Greentree does not treat References as freely reusable create keys.

Before you start

  • Understand whether the document already has greentree_reference set.

  • Have authority to amend invoice numbers and to push credit notes / resync.

Steps

If push failed and Reference is still blank

  1. Fix the error on the invoice/bill.

  2. Click Send to Greentree / retry.

If Reference is already set (or Greentree already has the document)

  1. Do not expect a second create with the same Reference to succeed.

  2. For AR corrections, follow your Greentree credit-note process from Sprintsuite where available, or amend the Sprintsuite invoice number and use the product resync action so a new Reference can be sent.

  3. If the UI reports “Invoice number already in use, please amend the invoice number and click resync to Greentree”, change the number, then resync.

  4. If a replacement already exists in Greentree, stop and contact support to reconcile — avoid posting duplicates.

[Screenshot: Resync / amend invoice number messaging]

[Screenshot: Invoice with existing Greentree Reference]

What success looks like

  • Credit note or replacement invoice has its own Greentree Reference.

  • Local status matches Greentree without duplicate posts.

If it fails

  • Reference too long on re-sync → shorten invoice number.

  • Unclear GT state → support + Greentree admin before another push.

  • WIP write-off messages → out of scope for this LIVE pack; escalate to Sprintsuite.

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