Cancel an invoice
1. Go to "Accounting"
You can find accounting under the "Management" tab. Select the first tab, "Invoices," to view the invoices.
2. Click on the " ... " button
Click on the " ... " button on the left side of the invoice you want to cancel.
3. Click on " Cancel "
Click " 🗑️ Cancel " to begin the cancellation process and view a preview of the cancelled invoice.
4. Preview of cancelled invoice
You will see a preview of the canceled invoice.
5. Click " Cancel Invoice "
Click on the " Cancel Invoice " button in the right top to cancel the invoice.
6. Option 1: Only cancel the invoice
You will have two options.
Option 1 is to cancel the invoice only. The canceled invoice will be saved, but no further actions will be taken. Select this option if you do not need to create a new invoice.
7. Option 2: cancel and create a new invoice
Option 2 is to cancel the invoice and then create a new one. This can be useful if you made a mistake when creating the invoice (for example, if you added one item too many or forgot to include something). When choosing this option, the invoice will be canceled, and all products on the invoice will be returned to the customer's shopping cart. There, you can make the necessary changes and then create a new invoice.
8. View after canceling invoice and creating a new one
When you cancel the original invoice and create a new one, then go back to the invoices tab under accounting, you will see the following view:
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The original invoice with a status of " Canceled" .
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The invoice that cancels the original one with a status of " Cancels ".
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The new invoice with a status of " Paid ".
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