A Tax Invoice is an itemised invoice of taxable charges on an account with a unique Invoice Number, it can be cancelled to release the charges for amendments.

Overview

All transactions itemised on a Tax Invoice will be locked from changes unless the Tax Invoice is cancelled.

A list of all Invoice Numbers for cancelled Tax Invoices can be viewed using the Invoice List report.

Cancellation Reasons can be configured to appear as selectable options when an invoice is being cancelled.

A Credit Note can be generated when cancelling a Tax Invoice to indicate the cancellation of the previously issued invoice and related charges.

Credit Notes generated for a Property in France will be assigned a Credit Note Number using the Tax Invoice Number sequence. Properties in all other countries will have a separate Credit Note Number sequence assigned.

Guide

Open the Account in RMS.

1. Select 'Corrections'.
2. Select 'Cancel Invoice'.
   
    
3. Select the Invoice Number.
   Select the checkbox 'Print Credit Note' (Optional).
4. Select a Cancel Reason.
5. Select 'Confirm'.