Cancelling an invoice

How to cancel an invoice.

When you cancel an invoice, the customer's account will be credited. This is different from refunding an invoice, where money is sent to the customer using their chosen payment gateway.‌

If you use Quickbooks please see the article on cancelled invoices in QBO.

To cancel an unpaid invoice

1. If the side menu is not visible, click .

2. In the side menu, click Finance, then click Invoices.

3. Do one of the following:

   • Move your pointer to the left of the invoice you want to refund and select the check-box that is displayed.

   • At the end of the invoice you want to refund, click .

   A pop-out menu is displayed.

4. On either pop-out menu, click Cancel invoice and a new page is displayed.

5. Click Continue. A Credit note is issued for the cancelled amount.

Cancelling an invoice