Cancel or Delete an Invoice

How to Cancel an Invoice

1. To cancel an invoice, hover over Billing from the left-side nav bar and select Invoices.
2. On the Invoices page, select the desired invoice number to cancel.
3. Choose Edit Invoice at the top of the invoice.
4. Finally, click the option to Cancel Invoice at the bottom of the page.

How to Cancel an Invoice from the Project Activity Feed

1. Invoices submitted in Kantata OX will be posted in the Activity Feed of the project.
2. Members can locate the desired invoice from the Activity Feed section of the project workspace and choose Mark as paid, Edit, or Cancel.

How to Delete an Invoice

1. To delete an invoice, hover over Billing from the left-side nav bar and select Invoices.
2. On the Invoices page, select the desired invoice number to delete.
   

Alternatively:

1. On the Invoices page, select the desired invoice number to delete.
2. At the top of the invoice, click the Edit & Send Invoice button.
   
3. Alternately, click on the Edit icon (“   ”) to go straight to the edit invoices page.
4. Don't worry, this won't actually send the invoice, it just opens it up to preview. At the bottom of the Invoices page you are editing, click on Delete.

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