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ictime - Reporting & Accounting - Accounting
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There have been fundamental major changes for the invoice list (formerly called "Account List") between ictime version 5.0.x and ictime 5.2, as ictime 5.2 introduces the option to create PDF invoice documents, and this also affects a couple of processes related to cancel cancelling an invoice. This includes Changes also include a naming change, since ictime 5.2, we use the term "Invoice" instead of "Account" (as you now can create real invoices). Therefore this chapter documents these versions separately. |
Invoice List - ictime Version 5.2 and Higher
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To view the details of an invoice, i.e. to view all work logs included as well as the financial summary, click on the
icon or click on the invoice name.
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You can only cancel an invoice that either
- does not have any status (has been created with a previous version of ictime)
- or is in status "Open" (no invoice document has been created, as the feature was switched of when the invoice had been created)
- or is in status "Document Cancelled" (the invoice document has been cancelled already, i.e. a credit note has been created; see below).
To cancel an invoice, click the following icon in the "Invoice" column (the icon won't be available if the status of the invoice does not allow to cancel the invoice):
After confirming the action, the invoice will be set to status "Cancelled" and all work logs included in this account will be in status "not charged" again.
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As all work log data is stored separately for an invoice, this information won't be lost and can still be viewed. |
After confirming the action, the invoice will be set to status "Cancelled" and all work logs included in this account will be in status "not charged" again.
Invoice Documents
Invoice Documents
Cancel Invoice Document / Create Credit Note
Once an invoice document has been created, we consider this a legal document (in terms of taxation etc.). This means that you can't simply delete this document and have to follow a defined process in order to "get rid" of this invoice document. In addition, you now need to perform two steps to get the invoice "undone" in terms of getting all work logs of this invoice back to "not charged".
Step 1: Cancel Invoice Document / Create Credit Note
Step 2: Cancel Invoice
Accounts List - ictime Version 5.0.x and Lower
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