Cancel an invoice by automatically generating a credit note

From within an invoice, it is possible to generate a credit note that will completely cancel it. You can then modify the credit note (as long as it doesn't completely cancel the initial invoice), by modifying or deleting certain lines visible in the Details tab of this credit note.

Starting from: The Easilys menu.

• Select Supplier orders > Supplier invoices.
• Select the invoice to cancel completely or partially.
• In the General tab, view the Supplier invoice section.
• Select Credit note.

The credit note generator appears on screen:

• Complete the requested information.
• Select Generate.

Once the credit note is generated, Easilys offers to view it directly.

• Select Yes.

If needed, select the Details tab of this credit note to delete, modify or add lines as needed. Note: This method allows you to generate a credit note faster than generating it manually from scratch as you can do by manually entering an invoice.

Originally published at https://help.mapal-os.com/easilys/supplier-orders/supplier-invoices/cancel-an-invoice-by-automatically-generating-a-credit-note/