Cancellation and correction
Cancel a sent or paid invoice in QUANTICAL.ERP - cancellation invoice with negative amounts, original invoice set to Cancelled and, if wanted, a new corrected invoice.
An invoice that is already with the client is not deleted. You cancel it. QUANTICAL.ERP creates a cancellation invoice with negative amounts for that, sets the original invoice to Cancelled and, if you want, creates the corrected new invoice right away. As long as an invoice is only Created, you edit or delete it directly instead, see Manage invoices.
Open the cancellation
For sent and paid invoices the last column of the invoice list shows the cancellation icon. A click opens the Cancellation / Correction dialog with number, date, client and amount of the invoice.
Select and adjust line items
Tick the line items to be cancelled. For the new invoice you change project, consultant, hours or hourly rate in the same row, Add another item adds a row. At the bottom are the Cancellation Amount (net) and the New Invoice Amount (net).
Decide on a new invoice
Create new corrected invoice creates a new invoice with the adjusted values at once. Leave the option off and it stays with the cancellation. The button reads Create Cancellation or Create Cancellation + new invoice accordingly.
The result
Afterwards up to three documents are in the list:
- The original invoice with status Cancelled, read-only
- The cancellation invoice of type Cancellation with its own number from the regular number range. Its line items carry the prefix STORNO and negative amounts, the PDF is titled "Stornorechnung X bezogen auf Rechnung Y" and uses the texts of the Cancellation (Storno) tab
- The new invoice with status Created, if chosen
You send the cancellation invoice by e-mail like any invoice or download it. Its status runs from Created via Sent to Refunded. If an internal settlement was attached to the original invoice, it is cancelled along with it.
If the invoice contains line items of consultants from different companies, the dialog reports a Company Conflict and lets you choose the sender company for the cancellation.
Send invoices by e-mail
Send invoices to the client by e-mail straight from QUANTICAL.ERP - connect the mailbox, preset subject and body, review drafts and attach the signed timesheet automatically.
Credit notes
Bill projects in the self-billing procedure with QUANTICAL.ERP - billing type Credit Note, own number range, creation in the invoice run and tracking until payment.