Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    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 that you want to pre-invoice.
  4. Click the Invoice History tab.
  5. In the Invoices grid, select the pre-invoice and click the Cancel action.
    A pre-invoice has an in the Pre-Invoice column in the grid.

    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. On the dialog box that informs you that this action cancels all unpaid portions of the pre-invoice, click Yes.
    The canceled pre-invoice still displays in the invoices grid on the Invoice History tab.
  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.