Cancelling an Entire Document
Only documents from the current year that are not locked can be cancelled.
Cancellation Process
After clicking the Cancel button, you will first be asked whether you really want to delete the selected record.
After confirming with Yes:
the entire document is struck through in the table overview,
at the same time, the checkbox in the "Cancelled" column is checked.
ℹ️ Cancelling and deleting a document have the same impact on stock, but they differ in their audit trail. A cancelled document remains in the records, struck through and traceable, while a deleted document disappears entirely. A document can only be deleted if nothing else references it — for receipt notes, this is described in the guide for cases where an incorrectly created receipt note cannot be deleted.
Printing a Cancelled Document
When you print a cancelled document:
a prominent "CANCELLED" label 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 program:
examines all payment documents linked to this document,
verifies that all documents belong to the current accounting period,
checks that none of the payment documents are locked.
If any of the documents is locked, the program will notify you and recommend 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 remain intact.
A document cancelled this way can no longer be deleted.
Cancelling a Payment Document
When cancelling a payment document, the program:
checks the corresponding invoice,
verifies that both documents belong to the current accounting period,
checks that the invoice is not locked.
If the invoice is locked, the program will notify you and recommend 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 remains intact,
the invoice remains in the records as unpaid, or partially paid if another payment document exists.
A document cancelled this way can no longer be unlinked or deleted.
🚨 Recommendation before cancelling documents: Before cancelling both the paid and the payment document, you should remove the 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 line with the deduction of this ATD is struck through on the corresponding 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 line with the deduction of 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 person,
the document type has "Automatically generate stock documents" checked,
then, when cancelling a document with stock items:
the corresponding stock documents are also automatically cancelled (struck through).
Cancelling a Document Item
The same rules that apply to cancelling documents also apply to cancelling items:
only items of documents from the current year can be cancelled,
items must not be locked,
cancellation can only be performed by an administrator.
Item Cancellation Process
In the document items, after clicking the Cancel Item button, you will first be asked whether you really want to cancel the selected item.
After confirming:
the item is struck through,
when printing the document, cancelled items are not printed on the invoice or delivery note.
Cancelling an Item on a New Document
If you want to cancel an item on a document that is being newly created, it is usually better to delete the item rather than cancel it.
Cancelling a Stock Item
If you cancel a stock item and the document type has "Automatically generate stock documents" checked:
cancelling this item will automatically cancel the corresponding stock item as well,
on stock documents (receipt note, issue note), these items are printed struck through.
Frequently Asked Questions (FAQ)
Can I cancel a document from last year?
No. Only documents from the current year that are not locked can be cancelled.
Can a cancelled document be deleted?
Yes, but only if it is not linked to another document. For example, if a document is paid, it cannot be deleted.
What happens to stock if I cancel a document instead of deleting it?
The effect on stock is the same — in both cases, the stock quantity reverts to the state before the document was created. The only difference is that a cancelled document remains visible and struck through, while a deleted document disappears from the records entirely.