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How to cancel client job invoices

To maintain an audit trail, the system prohibits deleting a generated invoice. Use the invoice cancellation feature to void the transaction and remove it from the general ledger and sub-ledgers.

Canceling an invoice has the following impact:

  • The journal entry created in the general ledger for the invoice is removed
  • System sub-ledgers, such as Receivables Aging and Production reports, are updated to reflect that the invoice has been canceled. 

Steps: 

  1. Navigate to ACCOUNTING > Receivables > Client Job Invoices.
  2. Use the Filters to narrow down your search, or scroll through the list of Invoice No.
  3. Click the box next to the Invoice No. that needs to be canceled. 
  4. A pop-up window will appear at the bottom of the screen. Click on the Cancel button within the pop-up window.

  5. A message will be displayed confirming the cancellation process is complete. 

Once an invoice has been canceled, it cannot be un-canceled.

You cannot cancel an invoice if any of the following conditions exist:

  • A receipt has been matched against the invoice 

  • The invoice is in draft mode.

  • Invoices that are no longer needed should be deleted. To learn more on how to delete a draft invoice, click here.  

  • The accounting month for the invoice is close