Cancel a Pre-Invoice

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

If a portion of a pre-invoice is paid, only the unpaid portion is canceled when you cancel the pre-invoice. 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 Vision 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, select the project for the pre-invoice in the Search field.
4. On the Interactive Billing form toolbar, click Tools > Invoices on File.
5. On 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 that is going through the approval process, you receive a message telling you that you cannot cancel it.

6. On the dialog box that informs you that this action cancels all unpaid portions of the pre-invoice, click Yes to cancel the pre-invoice. You are returned to the Invoices on Files dialog box. The canceled pre-invoice still displays in the list of invoices on file. It will not be deleted from the list.
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 entered on the Pre-Invoice tab in Billing Terms for the project.