EN cancellation

in Arbeit IN ARBEIT work in progress

Preamble

If necessary it is possible to cancel invoices created in and with Autopoll.

Pre-conditions

Cancelling- or repeating-system

By default all Autopoll PLUS variants are configured as cancelling system, which means that invoices which have been created once in real/production run could not be invoiced again. To proof this just do a test run invoicing with the same settings like the last invoicing. If no transactions are counted to be processed then it is a cancelling system and the invoices have to be cancelled first before the transactions can be changed and afterwards being re-invoiced. If all transactions are counted to be processed then it is a repeating system and the invoicing can be done again and again without the need of cancellation.

Backup

It is recommended to execute an Autopoll backup before taking care of the invoice cancellation or the invoicing. After the backup only the cancellation or the invoicing should be done so that in case of an error the backup is the fallback point.

Menu call up invoicing overview

To execute a cancellation the invocing overview has to be opened.

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identification of the last used invoice number

If the re-invocing after the cancellation shall be executed with the same invoice numbers as the cancelled invoices, then the last invoice number of the last invocing session has to be identified and noted for the first real invoicing after the re-invoicing. This is to avoid double invoice numbers. Autopoll always takes the last invoice number and adds one as the new invoice number from independant whether the last invoice number is higher or lower than the one before. Details under invoicing and re-invoicing.

Menu call up invoicing overview - invoicing sessions - invoices

For the cancellation open the corresponding invoicing session so that the invoices of that invoicing session are being displayed.

Cancellation

I. mark invoices

Mark the invoices which shall be cancelled.

II. start cancellation

Start the cancellation of the previously selected invoices by clcking the icon .

The last security query before the cancellation has to be confirmed.

III. enquiry credit note creation

If a payment is booked on the marked invoice with the Autopoll extension tool open invoice, then, after the cancellation has been cofirmed, Autopoll asks whether a credit note shall be created/booked or not.

Normally the customers waive the creation of a credit note.

JA - Es werden GUTSCHRIFTEN erzeugt: YES With this selection a credit booking will be executed under Data-Other Movements for each cancelled/listed invoice.

If the option "only credit bookings" or "transactions and credit bookings" is selected then the above mentioned credit bookings are invoiced too. Under certain circumstances the invoice total of an invoicing or re-invoicing is 0, because the amount of the invoiced transactions and the amount of the credit bookings will cancel each other out.

NEIN - Es werden KEINE Gutschriften erzeugt: Mit dieser Auswahl werden keine Gutschriftsbuchungen für die zu stornierenden/aufgelisteten Rechnungen erstellt.

Abbrechen: Der Stornierungsvorgang wird abgebrochen

IV. cancellation report

Es wird für jede stornierte Rechnung ein Storno-Beleg erstellt und im PDF-Verzeichnis von Autopoll wie bei einer normalen Fakturierung gespeichert. In der Regel dient dieser Beleg nur der internen Verwendung.

V. closing operations cancellation

Alle Transaktionen der stornierten Rechnung/en werden zurückgesetzt was die Faktura angeht und erhalten den Status storniert. Je nachdem wie viele Rechnungen mit wie vielen Transaktionen storniert wurden, kann dieser Vorgang einige Minuten in Anspruch nehmen. Sind alle Transaktionen im Status geändert, erscheint eine Meldung.

VI. finish cancellation

Die Stornierung ist beendet wenn die Rechnungsübersicht wieder sichtbar ist und alle markierten Rechnungen den Status storniert erhalten haben.

Re-invoicing

Details under re-invoicing