Skip to main content
Go to Invoicing to see every invoice sent from your entity. Click an invoice to open its details: its status, the total, who it’s billed from and to, the account it deposits into, and the memo. The same panel previews the invoice itself, with the line items, and you can download that as a PDF.

​
Cancel an invoice

While an invoice is still Sent, meaning the recipient has not approved a payment yet, you can withdraw it. Open the invoice and click Cancel invoice, then confirm. The recipient can no longer pay it. Canceling can’t be undone. To bill the recipient again, send a new invoice. Once the recipient approves the payment, the invoice is Paid and cannot be canceled. You need permission to send invoices to cancel one.

​
Correct a mistake on an invoice

A sent invoice can’t be edited. Its line items are locked so the record can’t be altered after the fact. If you got something wrong, cancel the invoice and send a replacement with the correct details. That leaves both the withdrawn invoice and its replacement on the record, which is what you want for an auditable trail.