How do I add a reason for cancellation on an invoice?

When cancelling an invoice added to a client's record, you can specify a reason for cancellation to facilitate your financial management. To learn how to cancel an invoice, please refer to the following article: Is it possible to delete an invoice?

When you cancel an invoice, you can choose a predefined reason or enter a custom one by selecting Other and typing your reason in the space below.

To view the reason for cancellation, which will be clearly displayed on the cancelled invoice, go to the Invoicing tab of the relevant record. Select Cancelled from the drop-down menu, then click on the invoice you want to view.

To see all your cancelled invoices, go to the Unpaid invoices tab in the Finances section of the left-hand menu. Use the filter for cancelled invoices under the Status heading, then click Apply to apply the filter.

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