You can create, change, review and send invoices in Roughly Right. All changes made in Roughly Right are synced to Fortnox. When it is time to invoice a client for a project, go to the invoicing tab of that project’s page.
Cancel an invoice
If an invoice has not yet been booked, you can cancel it using the Cancel Invoice button.
The invoice will not be deleted, and the invoice number will not be reused, but it will be marked as cancelled in both Roughly Right and Fortnox.
Credit an invoice
Once an invoice has been booked, it can no longer be cancelled.
Instead, use the Credit Invoice button to create a credit invoice. The original invoice will then be marked as credited in both Roughly Right and Fortnox.
Copy an invoice
You can copy an invoice to quickly recreate it and make corrections.
To copy an invoice that includes hours or purchases, the original invoice must first be cancelled or credited. Otherwise, hours and purchases will not be included in the new invoice.
Always do the correction in Roughly Right, otherwise it will not be displayed there.
