Canceling Invoices

You can cancel an invoice in case of formal invoice errors like a wrong recipient address or if a customer has returned a complete purchase. Canceling an invoice creates a credit with the reversed amount of the original invoice, this way revoking the original claim to your customer.

Canceling an invoice including all invoice line items, creating a credit for the complete invoice

Note

Be aware that you cannot cancel a cancellation. To undo a wrong cancellation, you repeat the original operation – that is, you create a new invoice for the originally invoiced items.

Info

In addition to manually creating a cancellation invoice, you can set up a flow to automate this operation. For details, see Setting Up Finalization or Cancellation Using Flows.

Invoice cancellation concepts

Invoices in the statuses Open or Paid can be canceled.

Canceling an invoice

The following steps outline the lifecycle of the canceled invoice and the cancellation invoice.

When a user cancels an open or paid invoice, JustOn creates a new draft invoice of the class Credit and the type Cancelation. The new invoice includes all invoice line items of the original invoice with a reversed unit price.

Canceling a credit produces an invoice of the class Invoice and the type Cancelation.

When the user finalizes the cancellation invoice, JustOn will

• set the original invoice to the status Canceled and link the original with the cancellation invoice (Canceled with on the original invoice, Related with on the cancellation invoice),
• unlink any received payments from the canceled (original) invoice,
• set the cancellation invoice to the status Settled,
• create clearing balances for the canceled (original) invoice and for the cancellation invoice,
• "release" source object records billed with the original invoice (with a generic invoice run or usage data billing), making them subject to subsequent invoice runs again.

After the cancellation is completed, both the original invoice and the cancellation invoice have an invoice balance of 0 and do no longer affect the account balance.

The cancellation invoice uses the same invoice template as the original invoice. You can use the Cancellation template detail to override certain fields.

For help about working with templates, see Working With Templates.

1. Open the Invoices tab.
2. Click the invoice number to open the invoice's detail view.
3. Click Cancel.
4. Specify the cancellation reason.

5. Click Save.

   This creates a new draft invoice of the class Credit and the type Cancelation.

   To complete the cancellation process, you must finalize the cancellation invoice (see Finalizing Invoices). This sets the original invoice to the status Canceled and links the original with the cancellation invoice.