- Click [[Financials]] tab and [[Customer Invoices]] subtab, on the Project record.
2
- Click [[...]] next to the Customer Invoice number you wish to **cancel**.
3
- Hover over [[Customer Invoice]] under **Actions**.
- Select [[Cancel]].
Once you click [[OK]] on the next screen, there is no way to undo the **cancel** action.
4
- Click [[OK]].
5
- The [[Invoice Status]] will show as **Canceled**.
Cancel Customer Invoice from Closed Period
- When canceling an invoice from a closed period, please ensure you read the disclaimer thoroughly and select **[[Please Confirm Cancellation]]** before proceeding.