With the Get Paid service within CashFlow Central, you can create and send branded invoices to your customers. You can also cancel an invoice you've shared with your customer as long as it hasn't been processed yet. This guide explains how to cancel invoices.
Please note:
- You can only cancel invoices that haven't been marked as Processed or In-process (meaning the customer has scheduled a payment for the invoice). Once an invoice is processed or has a Paid status, it cannot be canceled.
- Canceled invoices cannot be reissued or uncanceled.
1- In your CashFlow Central dashboard, select Get Paid from the left sidebar.
2- In the Invoices tab, find the invoice you would like to cancel.
3- Select the three dots on the right side of the invoice.
4- From the Actions menu pop-up, scroll down and select Cancel invoice.
5- In the pop-up window, confirm that you want to cancel the invoice. You can notify your customer about the cancellation by checking the notification box in the pop-up.
6- Confirm the cancellation by selecting Cancel invoice.
Please note: Alternatively, you can cancel an invoice from the Invoice details window:
1 - Select the desired invoice.
2 - In the Invoice details window, click on ‘More’
3 - In the actions menu, select Cancel invoice.
4 - Confirm the action in the pop-up window.
That's it! Your invoice has now been successfully canceled. Your customer will receive an email alert about the cancellation that includes the invoice amount, invoice number, cancellation date, and original due date.
If customers try to pay a canceled invoice using the payment link, they will see a message that the payment request and invoice have been canceled and will not be able to complete the payment.