Edition: Professional, Business, Enterprise
User-level: Director, Assistant administrator, System administrator
Cancelling an invoice marks the original invoice document as credited and returns all the attached transactions to WIP. Deleting the invoice allows you to re-use the same invoice number.
To cancel an invoice:
Open the Project and go to the Project Menu > Financial > Invoices section.
Click on the invoice you wish to write off.
Click on the ellipses at the top right of the invoice and select 'Cancel or credit invoice'.
Select the 'Cancel the invoice' option.
In the cancel credit creation page, enter the following (optional) details, or leave these items with the default values.
Credit note text - type a reason to explain why the write-off credit note is being created, or any other note. This can be printed on a write-off credit note document.
Prefix and number - select an alternate credit note number prefix and assign the next available number in the sequence.
Credit date - set the date for the credit note document. Choose either the invoice date, today's date, or select a date from the calendar. This will default to the date of the invoice.
Click Save at the top right.
Click close in the top right
Delete an invoice
From the invoice, click the action menu '...' in the top right-hand corner > Delete.
Click Delete on the confirmation pop-up
NOTE
Deleting an invoice cannot be reversed.
An invoice can only be deleted if it is in CANCELLED status.
An invoice that has been credited at all cannot be deleted. If you've credited an invoice, the most you will be able to do is reverse that credit and then cancel the invoice. But you will not be able to delete it after that.
An invoice that has been shared on the portal cannot be deleted.
Deleting the cancelled invoice also removes the linked cancel credit for that invoice.
Deletion is tracked in the project audit.