To cancel a contractor invoice

The procedure to cancel a contractor invoice is as follows:

1. Navigate to Quick Menu > Repairs > Finance > Invoice Details. The Invoice Details window is displayed.
2. Expand the relevant progression status, contractor name and classification type headings before selecting a specific invoice from the hierarchical list, or type its reference into the Search Invoices field. By default the list is filtered to show Open invoice records. An alternative filter can be applied using the Select view drop-down field: Posted, Cancelled or All 1.
3. Click on Cancel 2. The progression status of the invoice is set to Cancelled and can be accessed via the Select view drop-down field, choosing the matching record filter.
4. Click on Close.

Note

1 The Search Invoices field will match against any associated element of the invoice record i.e. status progression value, contractor name, or reference number.

2 The cancellation of an invoice is permitted until such time as its progression status reaches Posted to Financial Batch.

See related topics...

Repairs invoice management overview

To raise a new contractor invoice