Cancel, Credit and Copy Invoices

If something goes wrong, invoices can be removed, cancelled or credited.

Remove an invoice draft

• When the invoice has the status Draft, i.e. before it has been exported to Fortnox and given a number, it can be removec. Use the "Remove" button.

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, the connection to hours and purchases will not be included in the new invoice.
• Always do the copy in Roughly Right, otherwise it will not be displayed there.

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