Preparation

Invoice Cancellation: is the same template as the regular invoice. To distinguish, you can, for example, add a "cancellation watermark."

Invoice after Cancellation: is the same template as the regular invoice.

Cancellation Process

Firstly, the original invoice must be copied; the copied invoice becomes the new invoice.

The following settings must be configured for the new invoice (see below):

› Set PDF template to "Invoice after Cancellation."
› Link the new invoice to the correct order.

The new invoice is now visible in the order under related invoices.

For the cancellation of the original invoice, perform the following settings (see below):

› Edit the original invoice.
› Set PDF template to "Invoice Cancellation."
› Set discount to, for example, 100%.
› Check the "canceled?" checkbox.

The cancellation invoice can now also be sent using the send button.

Tip: If you want to display all invoices, the correct order must be selected in the invoice tab under "Invoicing".

Caution: Ignore the "Invoice cancelled?" button after editing.

Partial Invoices

Preparation
For partial invoices, a PDF template "Partial Invoices" must be created.

Partial Invoice Process
The new invoice can be added through the customer and invoice. Select the desired billing items, and for the invoice, make the following settings:

› Choose the new "Partial Invoice" PDF template.
› Establish the link with the order (as with the cancellation invoice).
› Select the invoice attachment "after cancellation/partial invoice."

Tip: The search function can also be used to insert customer-specific prices.