Cancelling customer invoices


A customer invoice can be cancelled at any time after it has been created, but note that an invoice cannot be cancelled if a credit note has already been created for the invoice. Invoices in your archive cannot be cancelled either, meaning invoices that fall in the previous financial year.

When an invoice is cancelled the following occurs on the system automatically:

  1. A full credit note is created for the transaction.
  2. Any serial numbers linked to the invoice will be updated and allocated to the credit note, if applicable.
  3. The sales order is re-opened, if applicable.
  4. All the relevant serial numbers are allocated to the sales order, if applicable.

Because of this, you can now fix what needs to be fixed on the sales order and invoice it again. If a sales order was not used to create the invoice, the invoice can just be created again.

If however, you cancelled the invoice because the customer no longer wants the items, you need to go and delete the relevant sales order that has been re-opened during this process, otherwise, it will remain on the system.

Step-by-step Guide

Watch this video to see how to cancel a customer invoice or follow the steps below it.

Navigate to the correct window

  1. Navigate to Debtors / Invoices / Cancel Invoice.

Call up the appropriate invoice

  1. Enter (or select) the appropriate invoice number in the Invoice No text box.

Make the required changes

  1. Change the customer reference or the date in the Customer Ref and Date text boxes, if applicable.

Cancel the invoice

  1. Click the Accept button.
  2. Change the information on the Enter Message window, if applicable.
  3. Click the Accept button.
  4. Print the credit note by specifying the print options and clicking the OK button or click the Cancel button to close the window.
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