Once DGI authorizes an invoice, you can't just delete it. Panama's rules give you two ways to undo one, and which one you can use depends on one question.
Open the invoice and click Anular
You'll see one question: "¿La operación ocurrió?" (did the job actually happen?). Your answer decides what happens next.
"No, la operación nunca ocurrió"
Pick this only if the job never happened at all, wrong client, duplicate invoice, something like that. The invoice is voided with DGI and has no effect, as if it never existed.
You'll be asked to explain why in a few words (at least 15 letters). Write a short, honest reason, then confirm.
"Sí, la operación sí ocurrió"
Pick this if the job happened, but you need to correct or reverse the invoice, wrong amount, wrong line item, refund, etc. TradelyHQ issues a nota de crédito for the full amount, linked to the original invoice. The original stays on record, and the credit note cancels it out.
Why you can't always void
Two things can block a straight void (the "no" option):
- Too much time has passed. DGI only allows a direct void within 7 days of authorization. After that, a credit note is the only option, even if the job really never happened.
- Your client already confirmed the invoice with DGI. Once that happens, voiding is off the table. A credit note is the only way to correct it.
If either of these applies, TradelyHQ won't even show you the void option, it'll guide you straight to the credit note.
Which one affects your books
A void wipes the invoice out entirely, nothing owed, nothing paid. A credit note keeps the original invoice on record and nets it out with the credit, so your accounts receivable stays accurate.