Cancel invoice (credit note)
You cancel a final invoice with a credit note for the full amount. The credit note gets its own number, and the original invoice is kept unchanged.
Web
Chöre›Chor›Kassenbuch›Rechnungen›Rechnung›···›Stornieren
This feature is only available on the web.
Permission required: Cashbook – Create & edit transactions
What is this?
Final invoices cannot be deleted. If an invoice is wrong or no longer applies, you cancel it. Theatilo then creates a credit note with negative amounts, finalizes it right away and stores its PDF. The original invoice gets the status Credited and shows the note “Cancelled via credit note” with the credit note’s number.
How to cancel an invoice
- Open Ensembles, choose your choir and go to Cash book > Invoices.
- Open the final invoice or use the ··· menu of its row.
- In the ··· menu, choose Cancel invoice.
- Enter a reason. It is required and appears in the introduction of the credit note’s PDF, right after the reference to the original invoice. Theatilo also stores it internally.
- Confirm with Cancel invoice. Theatilo then opens the new credit note.
Permission
You need Create & edit transactions.
Tips
- Send the credit note to the same recipient as the original invoice.
- If the invoice has already been paid, record the refund as an expense in the cash book.
Frequently asked questions
Can I cancel only part of an invoice?▾
No. The credit note always covers the full amount. For a partial correction, cancel the invoice and issue a new one for the correct amount.
Which number does the credit note get?▾
The next number from the same number sequence as your invoices. In the list you recognise credit notes by their negative amounts, and on the invoice page by the note “Credit note for invoice”.
Can I cancel a credit note?▾
No. Cancelling is only available for final invoices that are not credit notes themselves.
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