Once an invoice is created, it cannot be modified. If you need to make changes, you must cancel the invoice and issue a new one. Invoices that have been fully or partially paid cannot be canceled.
- Locate the invoice you need to cancel and click View.
- Click the Cancel Invoice button in the upper right corner.
- Invoice Cancellation Message (optional) = record the reason for cancelling the invoice.
- Send Email Notice = sends an email to your customer to confirm the invoice has been canceled. They can still access the View Invoice link, but the status is updated to Canceled. If you entered and invoice cancellation message, it will appear in the body of the email. If you do not want to email your customer, change the toggle to Don't Send Email.
- If you are sending an email notice, make any necessary changes to the recipients.
- Click Cancel Invoice.
The invoice will remain in your list of invoices associated with the project and customer, but the amount due is added back to the amount left to invoice on the project.