Canceling an invoice
Canceling an invoice voids it — no further payments can be collected against it and it is marked as canceled in your records. Use this when a booking is canceled before payment, when an invoice was created in error, or when you have decided not to collect payment for a job.
When to cancel an invoice
The booking was canceled and no payment is owed.
The invoice was generated with incorrect line items and you want to start fresh.
You are writing off the balance and want the invoice to reflect a closed status rather than remaining "sent."
The customer paid by another means and the invoice should be closed out.
How to cancel an invoice
Open the booking and go to the Invoice section, or find the invoice in the Invoicing list.
Open the invoice.
Click the options menu (three-dot icon) or look for the Cancel Invoice button.
Confirm the cancellation.
The invoice status changes to Canceled. The customer will see "Canceled" if they still have the invoice link — the payment button is no longer active.
Canceling vs. writing off
Cancel is for invoices where no payment is expected and the invoice should be closed out cleanly — no money was owed or it was issued in error.
Write Off is for invoices where money was owed but you have decided you will not collect it — a bad debt situation. Writing off keeps a record of the uncollected amount. See Writing off or sending to collections for that workflow.
Can I undo a cancellation?
Cancellations cannot be reversed. If you cancel an invoice in error, you will need to generate a new invoice. The new invoice can be created from the same booking with the same line items.
Partial payments and cancellation
If a partial payment was recorded before you cancel the invoice, the payment record is preserved in the booking history. The canceled status reflects that no further payment will be collected, but the amount already received is still on record. Handle any needed refund separately — see Issuing a refund.
Notifying the customer
Canceling an invoice does not automatically notify the customer. If the customer should know the invoice is void (for example, because a booking was canceled), send them a message through Threads.
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