Create invoice cancellations

This Additional Feature simplifies cancelling invoices in Vertec and offers as an added value the possibility to generate a proof of this. The corresponding config set can be found here .

Application

As soon as an Invoice charged is charged, the Invoice cancellation section in Vertec will appear on the More Info page:

With a click on the button Rechnung in Vertec stornieren the following question appears with the warning that the cancellation cannot be undone.

 With one click on OK, the question arises whether the cancellation document should be printed.

• If you do this with  Ja the document is created and displayed, and the following message is displayed:

  

  • With one click on OK all services, expenses, downpayments etc. are separated and the invoice is cancelled in Vertec. The cancellation document shows all cancelled services, expenses and outlays, listed by project phase, as well as any downpayments. In addition – if deposited – the Company Logo and the Epc qr code are shown:

    

  • In the event that the created document is not desirable or incorrect, the cancellation of the invoice can be done by clicking on Abbrechen be prevented.
• At  Nein all services, expenses, downpayments etc. are separated and the invoice is cancelled in Vertec without proof being printed.
• With Abbrechen the invoice remains unchanged.

The cancelled invoice is a zero invoice, it is set to proforma and receives the supplement “STORNO” after the invoice number:

Note: If the invoice is canceled in an accounting data interface, it is asked whether the invoice should also be canceled in Vertec. However, cancelling an invoice in Vertec can also be done without an accounting data interface installed.

Requirements and Download

• The Expert product line is a prerequisite for this feature.

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: