Delete and cancel documents

Sample view of the delete and cancellation function of an invoice

Delete document

In the "Options" tab a financial document can be deleted.

For invoices and credit invoices the possibility of deletion depends on whether the incremental number of the invoice number series is the highest in its series.

Example

AKA-2020-003 can be deleted AKA-2020-002 can only be cancelled AKA-2020-001 can only be cancelled AKA-2019-087 can be cancelled or deleted AKA-2019-086 can only be cancelled AKA-2019-085 can only be cancelled ...

Cancel document

When cancelling an invoice or credit invoice a copy of the document is created with a new number whose amounts are multiplied by -1. That means both documents together are accounting-wise neutral.

In the print version a box in the footer of both documents refers to the cancelled document or the source document of the cancellation invoice.

The payment status of these two documents is set to "cancelled".