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:
- From the Navigation menu, click .
- On the Billing Session Options dialog box, enter any required fields and click OK.
- On the Interactive Billing form, use the Search field to select the project that you want to pre-invoice.
- On the Interactive Billing form toolbar, click .
-
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.
- 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.
- 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.