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Question

Cancel prelimanairy invoice from work order.

  • February 14, 2023
  • 2 replies
  • 79 views

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Dear all,

Is it possible to cancel a preliminairy invoice from a work order?

I've got a situation where  a prelimanairy invoices is created from a work order. This invoice however is incorrect and needs to be cancelled.

What is the best way to do that?

 

Regards

Raymond

2 replies

Sudheera Nimalshantha
Do Gooder (Employee)
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Hello Raymond,

Are you referring to the ‘Invoice Preview’ created from the ‘Report in Work Order’ page?

In that case you can simply RMB on the header and set the Status to ‘Cancel’

 

If possible please share a screenshot of the page where you’re having this issue

 

Best Regards,

Sudheera


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  • Author
  • Do Gooder (Partner)
  • 36 replies
  • February 20, 2023

Hello Sudheera,

Thank you for your response.

 

However when I cancel the invoice tha customer order is still open with the status Deliverd.
I'm not able to set the customer order back.

So I'm looking for the best practice to cancel a preliminairy invoice.

Best regards Raymond

 


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