Plug-in: Create invoice reversals

This plug-in simplifies the cancellation of invoices in Vertec and offers as an added value the possibility to generate a proof of this.

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article   Things worth knowing about the plug-ins described.

Requirements

• The Expert product line is a prerequisite for this plug-in.

Application

As soon as a Invoice charged Invoice cancellation 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 shown and the following message appears:

  

  • With one click on OK all services, expenses, downpayments, etc. are separated and the invoice is cancelled in Vertec. The cancellation document contains 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 shown:

    

  • In the event that the created document is not desirable or incorrect, the invoice can be cancelled 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, is set to pro forma and is marked with the supplement “Cancellation” after the invoice number:

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

Technical information

Importing the plug-in creates the following objects: