Invoicing- Cancel Invoice

Invoices in Firm360 can be cancelled if they need to be corrected or reissued.

Cancel an Invoice

1. Navigate to the Invoices tab
   • From the left navigation menu
   • Or from within a specific client record
2. Locate the invoice you want to update
3. Select the Action dropdown
4. Click Cancel Invoice

What Happens When an Invoice is Cancelled

• The invoice is no longer active or visible on the client portal
• All associated WIP is returned to the Billing Dashboard to be re-invoiced
• The invoice remains available for reference

View Cancelled Invoices

1. Navigate to the Invoices tab
2. Scroll to the bottom of the page
3. Select Show Cancelled Invoices

Additional Notes

• If you are looking to delete an invoice, use the Cancel Invoice option instead
• After cancelling, you can make any necessary updates and generate a new invoice