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
How to delete the cancelled invoice
1.Select the '...' in the top right hand corner of the cancelled invoice > Delete
2.Click Delete on the confirmation pop-up
Note: Deleting the cancelled invoice also removes the linked cancel credit for that invoice, and deletion is tracked in the project audit located under the Project menu > Details > Audit