What to do with cancelled invoices

Using my Dolibarr
1

Hi,

Here is the scenario: I validate invoice in dolibarr, I print the invoice to the paper with the same invoice ref. number, and I realize I made a mistake.

Because I printed the invoice on paper, I cannot change it anymore. I have to make a new invoice, and print with a new number.

What should I do with the cancelled invoice? On paper I mark it “CANCELLED” and send a copy to my accountant.

However, on Dolibarr there are only two options: unvalidate then delete invoice, or mark it “abandoned”.

I don’t want to delete it because I want to be able to look the invoice ref. in the future and see that it was a cancelled invoice.

I don’t want to classify as “abandoned” because then, the total amount of invoice gets added to the debt of the customer, and also in statistics it looks like I made the sale where in fact the sale wasn’t made! It also doesn’t put the products back into stock so this obviously is not the right option.

What is the appropriate thing to do in this case?

What do you guys do when you make a mistake on an invoice and realize it only after printing it?

2

You could generate a credit invoice to level out the debt of the customer. On the credit invoice make a note referring to the invoice that is being cancelled.

In terms of bookkeeping this normally is the way to proceed and it will keep your accountant happy.

If you can still edit the original invoice you could also make a statement there like:

‘invoice is incorrect a corrected by credit invoice nr…’

3

Ok but remember that every invoice that I validate on dolibarr, I also need to print out on an official invoice paper with an official number and send it to my accountant. So if I make a credit invoice, then on official papers it will look like I did the credit invoice for real!

4

I need a straightforward way to just CANCEL an invoice!
Not abandon, not revert to draft, not keep but add a note. Just mark as cancelled.

How come nobody else is complaining about this?

5

Just a few workarround ideas to wait until we can void an invoice.
A-) use a customer called “Voided” and every voided invoice goes there and doesnt affect acountancy (awfull workarround)
B-) reopen invoice and add a total discount with void or cancellation reason so the total amount of invoice is Zero and doesn´t affect aconutancy. (a kind of void credit without credit note)
Hope this could help for a while
Regards
Ale

6

Status “Cancel” is called “Abandon”. What difference do you need ?

7

Is it possible, to mark invoice as “abandoned” automatically, if I made a credit note for that invoice?

I was pretty sure, that it is so, but I was wrong.