Cancelling an existing invoice
Navigate to the INVOICES>Invoices and locate the invoice that you would like to cancel.
Open the invoice details view, locate the 3 dots on the right side of the page
Click on 3 dots and select "cancel invoice "option.
If there are linked orders to your invoice, they will automatically be removed from the invoice and will get the status "ready to invoice".
You can locate the invoices that were cancelled under the "Cancelled" column.
Undo Cancel Invoice
If you would like to re-use the invoice (number), you can undo the cancellation and continue the invoicing process.
Navigate to the 'Cancelled' tab under Invoices.
Select the invoice to be set back to Invoiced status. Click the invoice number to open the Invoice Detail View.
In the General Info header, click the 3 dot menu and select 'uncancel invoice'.
Re-using Invoice Number
Once an invoice number has been 'uncancelled', the number will become available however, any charges that may have been on the original invoice will be removed and the invoice will be set at 0.
The status of the invoice will be reset back to INVOICED.
If the Invoice shows 'Invoice outdated' use the 'Retrigger' function to update the invoice preview details.
Invoice details can be updated, including the customer and charges. The invoice can then be processed as a standard invoice.
