Receivables – Cancelled Tab

The “Cancelled” tab in the Billing > Claims section shows all invoices that were officially cancelled after being sent out. Cancellation happens via credit note and balances out the original amount correctly from an accounting point of view. Service items are sent back to invoice review so you can correct them and bill them again.

How it works

The tab lists all cancelled invoices in a table, including these details:

• Project (related project)

• Invoice ID

• Type of invoice (e.g. work time, mixed)

• Created on

• Cancelled on

• Net amount

This list helps you keep an auditable record of all reverted billings.

Detail view

Clicking on an invoice opens the detail view on the right with the following information:

• Customer details and contact person

• original billing period

• Status of the cancellation invoice (e.g. sent)

• Amount overview of the neutralized invoice

• References to related documents

Cancellation invoice text

The text of the cancellation invoice can be edited here:

→ Setting on workspace level: Billing

→ Organization level setting: Organization – Billing settings

Cancellation process

The cancellation is triggered via the respective invoice:

1. Open the invoice (e.g. in the "New", "Overdue" or "Paid" tab)

2. Cancel select

3. Confirm

The system then creates:

• a credit note for 100 % of the gross amount

• marks the original invoice as cancelled

• returns all included items for invoice review

Sending the credit note

The cancellation invoice can:

• sent to the customer by email,

• downloaded and sent manually or

• marked as sent internally.

The posting (invoice + credit note) results in a payment amount of 0 €.