To cancel an invoice:

  1. Click the invoice you wish to cancel.
  2.  If a payment has already been entered on the invoice, then you first need to remove this payment. Below the invoice you will find the history. Click 'Delete' to the right of the payment.
  3. Click the three dots at the upper right of the invoice and select: 'Create > Credit note'.
  4. In the credit note you should include a note as to why the invoice has been canceled. The best place for this would be in the 'Notes' field.
  5. Click 'Save' and you're done.

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