Cancelling printed bills
You can cancel finalised invoices and credit notes that have been printed, provided that they have not been posted. You may want to do this if the bill contains an error.
If you have chosen to produce separate documents for a bill, a single bill may have both invoice and credit note documents. If a bill has both an invoice and a credit note, ensure that you cancel both documents; otherwise there may be discrepancies in your accounts. The system will notify you if you choose to cancel a document has an associated invoice or credit note for the same bill.
Note: If the bill has not yet been printed and has a Draft status, you can amend or delete the bill.
You can print a list of cancelled invoices (see Reports > Billing > Cancelled Invoices).
To cancel an invoice or credit note
Open: Project Accounting > Billing > Cancel Invoice.
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Select the invoice or credit note to cancel.
Only finalised invoices and credit notes are displayed.
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Click Cancel Document.
The Cancel Invoice/Credit Note window appears.
- Enter the date, if required.
- Enter a reason for cancelling the invoice or credit note, then click OK.