Since 1 January 2018, any invoice cancelled is in fact a credit note generated. Here is the procedure for cancelling an invoice.
Select an invoice (cash or client). Then click on « Create a credit / refund ».
By default, all item and payment lines will be included in the credit note.
If you add parts to the item lines, they will be put back into stock when the credit note is created.
If you only want to cancel one item line on the invoice, you need to delete the lines that are correct on the invoice.
Here's an example of a credit note we're going to create in order to cancel the labour on the invoice.
On the invoice we have a line corresponding to the labour (amounting to £45) and a line corresponding to the part (amounting to £157).
We will now delete the line corresponding to the part on the credit note:
Only the labour line will be taken into account and the credit note will then amount to £45.
If the invoice has been paid in full or in part, enter a method of reimbursement.
If payment has been made and no method of reimbursement is indicated on the credit note, an available credit note will be created and can be used as a method of payment on a future invoice.
Check the items and refunds then click on « Validate »:
In the case of an invoice awaiting payment, if a credit note is generated, this will create a credit note with an available amount of £0.00.
In addition, the status of invoices has changed: an invoice can be ‘Pending’ or alternatively ‘Validated’. It will be balanced either by payment or by a credit note.