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
Important: You can only delete an invoice if it is in Draft status. Active invoices cannot be deleted. They must be canceled instead.
- To delete an invoice, hover over Billing from the left navigation and select Invoices.
- On the Invoices page, select the Delete icon inline with the invoice you would like to delete.
Note: You can also click the Delete button at the bottom of an invoice draft's edit page. To edit an invoice, click the Edit icon inline with the invoice or the Edit & Send Invoice button at the top of an invoice page.
Comments
0 comments
Please sign in to leave a comment.