Cancel Invoice

How to Cancel an Invoice?

Invoices can be cancelled by generating a credit note. You can either cancel an entire invoice or cancel a specific line item from the invoice by creating a credit note.

To Cancel the Full Invoice:
  1. Navigate to the Invoice Detail Page: Go to the specific Invoice Detail page for the invoice you want to cancel.
  2. Locate the "Cancel Invoice" Button: Find the Cancel Invoice button, which allows you to reverse the entire invoice.
  3. Provide Reason for Cancellation:
    1. A pop-up screen will appear asking for a Reason Type and Reason Text for cancelling the invoice.
    2. Enter the necessary details and click Save to generate the credit note.




To Cancel the Invoice Partially:
  1. Navigate to the Invoice Detail Page: Go to the specific Invoice Detail page where you want to cancel a particular line item.
  2. Locate the 3-Line Icon:
    1. On the top right side of the page, find the 3-line icon and click on it.
    2. Select the Apply Discount via Credit Note option.

  1. Select Line Items:
    1. A side drawer will open, displaying the list of line items in the specific invoice.
    2. Enable the line item(s) you want to cancel and enter the amount (including tax).

  1. Save and Generate Credit Note: Click the Save button to generate a credit note for the specified amount.
Notification:
  1. Once the credit note is generated, the customer will receive an email with the credit note attached.


This process ensures that invoices can be effectively cancelled, either entirely or partially, with clear documentation provided to both the operator and the customer.

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