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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 should not simply delete this document and but have to follow a defined process in order to "get rid" of this invoice document in a transparent and traceable way. In addition, you now need to perform two steps to get the invoice "undone" also 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

 Depending on the reason for cancelling the invoice document/creating the credit note, you will also need to cancel the invoice itself, not only the invoice document:

• If you hace cancelled the invoice document e.g. because you have committed an error and you need to issue a new invoice, you will need to bring all work logs back to "not charged" in order to be able to create a new, correct invoice document. In this case, you need to cancel the invoice, as only this step will bring your work logs back to a chargeable state.
• If you have cancelled the invoice document e.g. because after issuing the invoice, you have agreed with your customer that for whatever reason, your work should not be charged, and you do not need to issue a new invoice, you do not need to cancel the invoice. In this case, it would be correct that the work logs remain in status "charged" and it would be okay that the invoice itself still exists. Only the document has been cancelled and a credit note has been issued.

These two possible scenarios also explain why we do not autoamtically cancel the invoice when you cancel the invoice document.

How to cancel the invoice is described above:

Accounts List - ictime Version 5.0.x and Lower

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