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Cancellations

Since version 1.34.0, Cakedesk can create cancellation documents for invoices and credit notes. When you cancel an invoice, Cakedesk creates a cancellation invoice. When you cancel a credit note, Cakedesk creates a cancellation credit note.

#Creating a cancellation invoice

To create a cancellation invoice, open the invoice list and right-click the invoice you want to cancel. Then choose "Create Cancellation Invoice...".

Cakedesk invoice list with the Create Cancellation Invoice action open for a selected invoice

In the next step, you can adjust the cancellation number, cancellation text, template, and language before the document is created.

Create Cancellation Invoice dialog with fields for cancellation number, cancellation text, template, and language

#Creating a cancellation credit note

A cancellation credit note is created in the same way: right-click a credit note in the invoice list and choose "Create Cancellation Credit Note...".

Invoice list with a selected credit note and the Create Cancellation Credit Note action open

#Finding cancellation invoices again

After a cancellation, the original document and the cancellation invoice are moved to an archived view. You can switch between active documents and cancellations using the bottom navigation bar.

Invoice list bottom navigation with the Canceled tab selected and a note about canceled invoices

#Editing cancellation invoices

Canceled documents and cancellation documents cannot be edited or deleted. This protects the cancellation chain and keeps the document history traceable.

You can still open or export the PDFs. If you change a template later and need to update the PDF output, Cakedesk lets you regenerate the PDF for canceled documents and cancellation documents.

Context menu for a canceled invoice with the Regenerate PDF action selected

#Canceling a cancellation document

If you created a cancellation by mistake, you can cancel the cancellation document as well. Cakedesk will create another cancellation document that references the previous one.

Context menu for a cancellation invoice with the Create Cancellation Invoice action available

#Cancellation text

You can change the default cancellation text under Settings > Invoices. In the text template section, switch to the "Cancellations" tab.

Invoice settings with the Cancellations tab selected and the default cancellation text editor

If you send cancellation documents by email, you can also customize the email template under Settings > Emails in the "Cancellations" tab.

Email template settings with the Cancellations tab selected and variables for cancellation documents

#Variables

Cancellation text templates can use these variables:

canceledDocument.idThe invoice or credit note number of the canceled document
canceledDocument.dateThe date of the canceled document
canceledDocument.totalThe total amount of the canceled document, formatted in the cancellation language

Example:

The document dated {canceledDocument.date} with the number {canceledDocument.id} in the amount of {canceledDocument.total} is hereby canceled.

#Cancellation invoices and e-invoices

If e-invoices are enabled for the document, Cakedesk can also export the cancellation as XRechnung or ZUGFeRD. In the XML data, cancellation documents use the cancellation type and reference the document they cancel.

#Cancellation invoices in custom templates

If you use a custom template, make sure it handles the CANCELLATION document type. The easiest way is to use getDocumentTitle(), which returns the correct title for invoices, credit notes, cancellation invoices, cancellation credit notes, and proposals.

For more details, see Updating custom templates for cancellations.