Learn how to credit the entire invoice value using the 'cancel invoice' feature. This can be used if the original invoice was raised in error and needs to be cancelled and re-created before it is sent to the client.
Setup required before use |
Who Can Use It? | Where Is It? |
---|---|---|
Project manager Director Administrator System Administrator |
Projects > Invoices tab |
I have created a final invoice and have just realised that the invoice is incorrect. I haven’t sent the invoice to the client yet so I can still make amendments. What method should I use to re-create the invoice?
Correct the invoice by cancelling the original invoice. This will return all the attached invoice transactions to WIP. After the invoice has been cancelled, you can then re-create the invoice and include the same transactions. The invoice details are corrected in the newly created final invoice.
Click the image above to see the cancel invoice button.
Click the image above and see the cancellation date for the credit note.
Click the image above and view the cancelled invoice.
Click the image above to view the cancelled invoices list filter.
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