Correct or Cancel an Invoice Praxis Kasse Desk

Cancel an invoice or create a corrected new invoice based on the original.

Requirements

• To cancel an invoice, you need the Stornieren permission.
• To correct an invoice, you need the Korrektur erstellen permission and the Invoice Correction module.

Benötigte Lizenz

Cancellation is available in Praxis, Kasse, and Desk without an add-on. Correction requires the Invoice Correction add-on for Praxis and Desk. If the module isn't included in your license, contact support@offisy.at.

How to proceed

Cancel an invoice

Canceling an invoice voids it. The original invoice stays in place and gets marked as canceled, and a reversing entry is created.

1. Open the invoice list, the customer record, or the invoice detail view.
2. Open the action menu for the invoice, fee note, or receipt.
3. Click Cancel Invoice (or Cancel Fee Note, or Cancel Invoice or Receipt, depending on the document type).
4. Enter the Cancellation Reason. This field is required.
5. Confirm the cancellation.

The invoice is now marked as canceled, and the reversing entry appears as its own cancellation invoice.

Create an invoice correction

A correction creates a new invoice based on the original. The new invoice references the original invoice. Already invoiced appointments, billable services, or coupons can be re-invoiced this way.

1. Open the action menu for the invoice, fee note, or receipt.
2. Click Create Correction for Invoice (or Create Correction for Fee Note, depending on the document type).
3. The invoice dialog opens, pre-filled with the original invoice's data.
4. Adjust the line items or amounts.
5. Create the new invoice.

The new invoice is the corrected version and references the original invoice.

Common issues

• No cancel option in the menu: The invoice is a draft, already canceled, or is itself a cancellation invoice. These states can't be canceled.
• No correction option in the menu: The Invoice Correction module isn't active in your license, or the invoice is a draft, canceled, or a cancellation invoice.
• Message "Please enter a cancellation reason.": The cancellation reason field is empty. Enter a reason and confirm again.