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Cancellation Types

It is not uncommon that an item or Campaign may not go as planned and you may need to adjust or end certain Campaign Items. When doing so it is important to ensure that the correct amounts are invoiced and that invoicing, credit notes and cancellations are handled with as little overhead as possible.

Within ADvendio there are a number of tools to help with handling such situations depending on the needs in that particular situation.

• The Cancellation Wizard is a useful tool for outright cancelling many items at once with automatic invoice cancellation and cancellation/credit note creation

• The Optimizer can be used to modify and change running Campaign Items with automated cancellation and creation of new items to match your needs, as well as automatic invoice cancellation and cancellation/credit note creation where needed

• The End Campaign Item Function allows you to prematurely end an individual Campaign Item and issue outstanding invoices or credit notes based on delivery and invoiced amounts to date

Credit Note Creation

Setting of Invoice Date

Whether you cancel Invoices or Invoice Items through the Cancellation Wizard, the Optimizer or individually, the Invoice Date will be set by the same logic:

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