How do I cancel invoices issued outside OOTI?

 

Here is the process and the steps for making a credit note on a non-OOTI invoice:

1. Contact support to authorize you to perform these operations and to give you the tools you need to recreate a past invoice.

 

2. Once you have confirmation from the support team, go to the project's billing history to deduct the amounts of the phases you wish to cancel, and the adjustment of this amount to be deleted.

 

3. Reproduce the invoice with the same previous date and amount, then validate it. With the permissions given by the support team, you can modify the code to match your non-OOTI invoice. 
You can then mark it as sent.

 

4. Once the invoice has been created, you will need to check the invoice configuration (to ensure that the next invoice has the correct tracking) and lock again.

 

5. Return to the invoice you've created to cancel it with a credit note. You can then validate and send the credit note.

 

 

⚠️ Please note that if your numbering restarts at 0 with each new fiscal year, and the invoice you've just cancelled was in a previous fiscal year, this has no impact on the codes.
 
🚨 On the other hand, if you have continuous numbering, the invoice you've just cancelled has occupied a place in the codes, so you'll need to pay close attention to the increment.