When can you cancel an invoice?
When the customer has confirmed that they will not pay you.
When the invoice has been sent by mistake (i.e. an invoice number will have been created).
Canceling an invoice deletes the amounts corresponding to the invoice, but it still appears in Plannit and you will be able to consult them in the future if needed.
How to cancel a invoice:
In the invoices tab, find the "Numbered" invoice you want to Cancel
Select the invoice to open the window and click on "Actions";
Select "Void".
NOTE: It is not possible to cancel an invoice if it has already been paid. You will have to cancel and/or refund the payment(s) in the payment schedule before you can cancel the invoice.
How to find a cancelled invoice in your invoice grid:
By sorting from the "Status" column in the invoice grid (click on the arrow)
By clicking on the "filters" icon on the right of the search window and selecting "Voided".
