How to Cancel a Sent Invoice

If you need to cancel an invoice that has already been sent to a customer, follow these simple steps:

1. Locate the invoice you wish to cancel. You can find this either on the project's Payments tab or in the main Cashflow > Payment Requests list.

2. Click the three-dot action menu (...) on the right-hand side of the invoice row.

3. Select Cancel Payment Request from the dropdown menu.

Controlling the Customer Notification

After you select "Cancel Payment Request," a confirmation window will appear. This is where you can decide whether or not to send an automated notification to your customer about the cancellation.

You will see a checkbox labeled: "Send a cancellation notice and credit note to the customer."

• To send a notification (Default behavior):

  Leave the box checked. When you confirm, the invoice will be cancelled, and your customer will automatically receive an email informing them of the cancellation, with a credit note attached. Use this option for standard cancellations where you want the customer to be formally notified.

• To cancel without notifying the customer:

  Uncheck the box. When you confirm, the invoice will be cancelled in your OpenSolar account, but no email or credit note will be sent to the customer. This is useful for correcting internal mistakes or when you prefer to communicate with your customer personally.

What Happens Next?

Once you confirm the cancellation, two things will happen in your account:

1. The status of the original invoice will be updated to Cancelled.

2. A new, identical invoice will be created with an Unsent status. You can then click the three-dot menu on this new invoice to make any necessary edits before sending it to your customer.