Cancel a Pre-Invoice

You can manually cancel unpaid pre-invoices in Interactive Billing.

If a portion of a pre-invoice is paid and you cancel the pre-invoice, only the unpaid portion is canceled. All existing unpaid pre-invoices or unpaid portions of pre-invoices are canceled automatically when you create a regular draft or final invoice for a project.

To manually cancel a pre-invoice:

1. From the Navigation menu, click Billing > Interactive Billing.
2. On the Billing Session Options dialog box, enter any required fields and click OK.
3. On the Interactive Billing form, use the Search field to select the project that you want to pre-invoice.
4. On the Interactive Billing form toolbar, click Tools > Invoices on File.
5. In the Invoices on File dialog box, select the pre-invoice and click Cancel. A pre-invoice has an x in the Pre-Invoice column.

   If you try to cancel a pre-invoice as it is going through the approval process, you receive a message telling you that you cannot cancel it.

6. In the dialog box that informs you that this action cancels all unpaid portions of the pre-invoice, click Yes. You are returned to the Invoices on Files dialog box. The canceled pre-invoice still displays in the list of invoices on file.
7. To print the canceled pre-invoice, on the Invoices on Files dialog box, select the canceled pre-invoice and click Print. This prints the canceled pre-invoice using the cancellation invoice template that is specified on the Pre-Invoice tab in Billing Terms for the project.