Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

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. In the Navigation pane, select 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.
  4. On the Invoice History tab, select the row containing the pre-invoice in the grid and click Cancel.
    A pre-invoice has a 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.

  5. On the dialog box that informs you that this action cancels all unpaid portions of the pre-invoice, click Yes.
    You are returned to the Invoice History tab. The canceled pre-invoice still displays in the list of invoices.
  6. To print the canceled pre-invoice, select the canceled pre-invoice in the grid on the Invoice History tab and then click Print on the grid toolbar.
    This prints the canceled pre-invoice using the cancellation invoice template that is specified for the project on the Pre-Invoice tab in Billing Terms (in the Projects hub).