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How to cancel an Invoice on web

Video Demo

Step 1: Go to Sales and select invoices. 

Now, Click on the drop-down button at the end of the invoice column, which needs to be canceled.

sales dashboard, Swipe, Invoice

Step 2: Click on the “Cancel invoice”.

After clicking on the "cancel invoice" option, from the drop down list. A pop up will appear, with the details of the invoice, such as date, ID, customer, and payment details. Click on the “cancel” button from the pop up. 

Cancel Invoice, Swipe, product demo

Invoice details, cancel Invoice

Step 3: Invoice deleted 

Congratulations, your invoice has been deleted successfully and a pop up will appear informing the same on the top of the screen.

Note: You can follow the same procedure to cancel purchase or subscription/recurring invoice in their respective section.

Invoice deleted

How to cancel an Invoice on Mobile

Video Demo

Step 1: Go to Bills

Click on the Invoice you would like to Cancel.

Select the Invoice to cancel

Step 2: Go to menu 

Now, Click on the menu button at the top right hand corner of the screen.  Then, a pop up appears from the bottom of the screen.

Go to Invoice menu

Step 3: Click on the Cancel Invoice

Now, Select the Cancel Invoice option from the list, Then click on the “Yes” from the pop up box. 

confirm to cancel the Invoice

Step 3: Invoice deleted 

Congratulations, your invoice has been deleted successfully and a pop up will appear informing the same at the bottom of the screen.

Note: You can follow the same procedure to cancel purchase or quotation in their respective section.

Invoice deleted successfully