Cancel Customer Invoice
Andrea Jaroslawski
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5 steps
|
40 seconds
Workday
Cancel Customer Invoice for Current Period
1
- On the Project record, click [[Financials]] tab and [[Customer Invoices]] subtab
2
- Click [[...]] next to the Customer Invoice number you wish to **cancel**
3
- Under Actions, hover over [[Customer Invoice]] - Select [[Cancel]]
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Once you click [[OK]] on the next screen, there is no way to undo the **cancel** action.
4
- Click [[OK]]
5
- The [[Invoice Status]] is now **Canceled**
Cancel Customer Invoice from Closed Period
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- If you are canceling an Invoice from a closed period, you will have to agree to reading the disclaimer before proceeding.
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- After reading the disclaimer, select [[Please Confirm Cancelation]] and click [[OK]] to finalize the cancelation.