Overview:
If after beginning the invoice process for a job invoice or multiple job invoices, you determine the job was added to the process in error, or perhaps there isn't enough to bill for the period in question, you can cancel the invoice process. When canceling the invoice process, you have the option to cancel all jobs/invoices in the billing cycle, or canceling specific jobs within the invoice cycle. The video below walks through the steps needed to cancel an invoice process.
Benefits:
- Quickly cancel out an open invoicing process
- Decide to cancel the entire invoice cycle or only certain jobs within that invoice cycle
Roles:
- Accounting Receivable Manager
- Accounting Receivable Clerk
Additional Content:
- N/A
Location:
- Billing and Accounts Receivable>Automated Invoice Processing> Cancel Invoices
Video: