In this guide, we show how to Cancel an Invoice within the Finance Module.
This Guide forms part of the ACCOUNTS PAYABLE USER GUIDE. Click to see Related Guides.
Access: The minimum permissions required to Cancel an Invoice are found in the Finance Module section Config > Setup > Roles & Permissions.
Note: DO NOT Cancel an Invoice if its status is On Hold.
Currently, Cancelled On Hold Invoices erroneously appear on the System Checks Report.
Related guides:
- Accounts Payable User Guide
- How to Add an Order Invoice
- How to Add a Non-Order Invoice
- How to Add a Sundry Invoice
- How to Create a Purchase Order Invoice
- How to Clone Invoices and Credit Notes
To begin, go to Module > Finance > Finance Home Page > Accounts Payable > Invoices & Credit Notes.
Select the Invoice to Cancel.
Click Cancel.
Complete the Confirmation with a Reason, and if happy to proceed, click Yes.
