Topic
Canceling an invoice marks it as inactive while keeping it for your records. Use this when work is canceled and payment is no longer due, or when you need to update an invoice but want to keep the original.
Instructions
- Navigate to the Invoices Page.
- Select the All tab.
- Search for and select the Approved invoice you want to cancel.
- Select Options.
- Select Cancel Invoice.
Note: If linked with Xero, any cancelled invoice in Tradify will automatically be voided within Xero.
Additional Information
See here for how to delete an invoice: How To Delete an Invoice
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