Permissions to your access profile are required to perform the following steps.
We invite you to validate your access with the administrator of your software.
The narration of this video is only available in French.
Step 1: Go to the matter where you issued the invoice you want to cancel.
Step 2: Click on the "Reports" tab.
Step 3: Select on the "Financial Summary" tile.
Step 4: Select the invoice you want to cancel and click on the "Void Transaction" icon.
Results:
The invoice is voided and a record of it is kept
The accounting transaction remains visible, but no longer contains an assignment
A cancellation note with the date is displayed in the description
The cancelled invoice number is modified by adding an "-X"
Work in progress are reactivated in the matter
This work in progress can be billed again
Note that the software does not allow the reuse of the cancelled invoice number. Each number is unique.