Cancel or Delete an Invoice

Overview

You can cancel invoices and delete draft invoices.

Once an invoice is cancelled, the following changes occur:

• The items that were on the invoice can be added to a new invoice.
• The Activity Feed post will be updated to indicate that the invoice was cancelled.
• The cancelled invoice will still be available to view from the Billing > Invoices page and the Payment tab of the Project Admin Box.

How to Cancel an Invoice

1. To cancel an invoice, hover over Billing from the left navigation and select Invoices.
2. On the Invoices page, select the desired invoice number to cancel.
   
3. Choose Cancel Invoice at the top of the invoice.
4. Select OK in the confirmation modal that appears.

How to Cancel an Invoice from the Project Activity Feed

1. Invoices submitted in Kantata OX will be posted in the Activity Feed of the project.
2. Members can locate the desired invoice from the Activity Feed section of the project workspace and choose Mark as paid, Edit, or Cancel.
3. Add an optional message, then select OK.

How to Delete an Invoice

1. To delete an invoice, hover over Billing from the left navigation and select Invoices.
2. On the Invoices page, select the Delete (“   ”) icon inline with the invoice you would like to delete.
   
3. Select OK in the confirmation modal that appears.