action.skip

Adjusting Cancellation Details

← Setting Up Invoice Correction

Depending on your organization's requirements, you may have to modify cancellation details, including

Modifying Cancellation Texts

Depending on your organization's requirements, you must modify the text building blocks for invoice cancellations. Usually, the relevant texts are included in the following fields of the Cancelation template detail (which is associated to the invoice template):

Field Description Default Value
Display Type Specifies the type of the document to be printed to the PDF. Cancelation
Info Right Defines an area for printing general information like a page counter and the date above the actual document text, can include placeholders.
Text 1 Specifies the text to be rendered above the detail table, can include placeholders.
Email Subject Defines the default email subject, can include placeholders.
Email Body Defines the plain text body for the email, can include placeholders.
Line breaks are considered.
PDF Name Specifies the name pattern for the generated PDF file, can include placeholders.

To modify the texts:

  1. Open the Cancelation template detail.

  2. Click next to the intended field and specify the corresponding text as required.

    Alternatively, you can click Edit in the detail view to edit all fields at once.

  3. Click Save.

Modifying Invoice Cancellation Reasons

Depending on your business requirements, you may have to add new or remove unnecessary cancellation reasons. To this end, you edit the value picklist for the Cancelation Reason field of the Invoice object.

  1. Navigate to the Cancelation Reason field of the Invoice object.

  2. In the Values section, modify the picklist values as necessary.

    • To create a new value, click New.
    • To edit an existing value, click Edit in the row of the value to be edited.

  3. Specify the details as required, then click Save.

  4. To delete a value, click Del in the row of the value to be removed, and confirm the operation.

    For help about editing picklists, see Modifying Picklist Values.