Cancel an Invoice

What this guide covers

This guide explains how to cancel an invoice in JobsiteOn. You will learn when cancellation is appropriate, what happens to the record, and how the customer is affected.

When to cancel an invoice

Cancel an invoice when:

• The invoice was sent in error.
• The customer and you agreed to cancel the charges.
• The project was cancelled and the work will not be billed.
• You need to replace the invoice with a corrected version.

Note: Do not cancel an invoice that has already been paid or partially paid. Refund or reverse the recorded payments first, then cancel the invoice if it should no longer be collected. See Process Refunds.

How to cancel an invoice

1. Open the invoice detail page at /invoices/[slug].
2. Open the invoice status menu.
3. Select Cancelled.
4. Confirm the action if prompted.

Screenshot: The invoice status menu with Cancelled selected for an unpaid invoice.

What happens when you cancel

• The invoice status changes to Cancelled.
• The cancelled invoice remains in your records for audit purposes.
• The customer's payment link at /i/[token] is no longer open for payment.
• The open invoice balance is cleared so the linked job balance updates.
• Cancelled invoices are excluded from active collection and aging workflows.

Tip: Add a note to the invoice before or after cancellation so your team and accountant understand why the invoice was cancelled.

Cancelled invoices in your records

Cancelled invoices are preserved but clearly marked:

• They appear in the invoices list with a Cancelled status badge.
• Filter by Cancelled status to see all cancelled invoices.
• The original details (contact, line items, totals) remain visible for reference.

Creating a replacement invoice

If you cancelled an invoice due to errors and need to bill the customer:

1. Create a new invoice with the corrected details.
2. Reference the cancelled invoice number in the notes for traceability.
3. Send the new invoice to the customer.

Note: Cancellation cannot be undone from the status menu. If you cancel an invoice by mistake, create a new one with the same details.

Best practices

• Cancel rather than delete invoices to maintain a complete audit trail.
• Always document the reason for cancellation.
• Notify the customer when you cancel an invoice they have already received.
• Create the replacement invoice promptly if the charges are still valid.

Related articles

• Create and Manage Invoices
• Process Refunds
• Duplicate an Invoice