How do I cancel an invoice?

Invoices can only be cancelled if they are completely outstanding, with no pending or partial payments.

If an invoice has a payment pending against it, you will need to first go to Sales admin > Payments to attempt to stop the processing payment. For more information on how to cancel a pending payment, click here.

Steps:

• Navigate to Sales admin > Invoices
  • Alternatively, head to a contact record and into the ‘Finance’ tab
• Locate the relevant invoice
• Select the invoice using the checkbox or click the three dots on the right-hand side
• Click ‘Cancel invoice’