🧾 Cancelling an Entire Document

Only documents from the current year that are not locked can be cancelled.

🔁 Document Cancellation Process

After clicking the Cancel button, you are first asked whether you really want to delete the selected record.

After confirming Yes:

the entire document is struck through in the table view,
the checkbox in the "Cancelled" column is selected at the same time.

🖨️ Printing a Cancelled Document

If you print a cancelled document:

a prominent "CANCELLED" watermark is displayed across the entire document,
the document is also included in printed reports,
the document appears struck through in all reports.

💰 Cancelling a Paid Document

When cancelling a paid document (invoice), the application:

examines all payment documents linked to that document,
verifies that all documents are within the current accounting period,
checks that none of the payment documents are locked.

If any of the documents are locked, the application notifies you and recommends removing the lock.

✔️ Result of Cancelling a Paid Document

If the payment documents are not locked, the cancellation proceeds as follows:

the invoice is struck through,
the links between the invoice and the payment documents are preserved.

A document cancelled in this way cannot be deleted.

💳 Cancelling a Payment Document

When cancelling a payment document, the application:

checks the associated invoice,
verifies that both documents are within the current accounting period,
checks that the invoice is not locked.

If the invoice is locked, the application notifies you and recommends removing the lock.

✔️ Result of Cancelling a Payment Document

If the invoice is not locked:

the payment document is struck through,
the link between the payment document and the invoice is preserved,
the invoice remains in the records as unpaid, or partially paid if another payment document exists.

A document cancelled in this way cannot be unmatched or deleted.

⚠️ Recommendation before cancelling documents:

Before cancelling either a paid document or a payment document, it is recommended to remove the mutual links between them.

If the links are not removed, these cancelled documents cannot be deleted.

📑 Cancelling a Deducted Advance Tax Document (ATD)

When cancelling an ATD that has already been deducted on an invoice:

the ATD is struck through,
at the same time, the deduction line for this ATD is struck through on the relevant issued invoice.

🧮 Cancelling a Deducted Advance Payment

When cancelling an advance invoice that has already been deducted on an invoice:

the advance invoice is struck through,
at the same time, the deduction line for this advance invoice is struck through on the issued invoice.

📦 Cancelling a Document with Stock Items

If the following conditions are met:

the document is from the current period,
the document is not locked,
the cancellation is performed by an authorized user,
the option "Automatically generate stock documents" is checked in the document type,

then when cancelling a document with stock items:

the associated stock documents are automatically cancelled (struck through) as well.

🧩 Cancelling a Document Line Item

The same rules that apply to cancelling documents also apply to cancelling line items:

only line items from documents of the current year can be cancelled,
the items must not be locked,
cancellation can only be performed by an administrator.

🔹 Line Item Cancellation Process

In the document line items, after clicking the Cancel Item button, you are first asked whether you really want to cancel the selected item.

After confirming:

the line item is struck through,
when printing the document, cancelled items are not printed on the invoice or delivery note.

🆕 Cancelling a Line Item on a New Document

If you want to cancel a line item on a newly created document, it is usually preferable to delete the item rather than cancel it.

🏷️ Cancelling a Stock Line Item

If you cancel a stock line item and the option "Automatically generate stock documents" is checked in the document type:

cancelling this item will automatically cancel the associated stock line item as well,
on the stock documents (goods receipt, goods issue), these items are printed struck through.