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. For details, see Cancellation.

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

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

To cancel an invoice:

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.