How to Cancel an Invoice
- To cancel an invoice, hover over Billing from the left navigation and select Invoices.
- On the Invoices page, select the desired invoice number to cancel.
- Choose Cancel Invoice at the top of the invoice.
How to Cancel an Invoice from the Project Activity Feed
- Invoices submitted in Kantata OX will be posted in the Activity Feed of the project.
- Members can locate the desired invoice from the Activity Feed section of the project workspace and choose Mark as paid, Edit, or Cancel.
How to Delete an Invoice
- To delete an invoice, hover over Billing from the left navigation and select Invoices.
- On the Invoices page, select the Delete
Alternatively:
- On the Invoices page, select the desired invoice number to delete.
- At the top of the invoice, click the Edit & Send Invoice button.
- Alternately, click on the Edit icon to go straight to the edit invoices page.
- Don't worry, this won't actually send the invoice, it just opens it up to preview. At the bottom of the Invoices page you are editing, click on Delete.