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.

• Related Articles

• How to bill a guardian?

  When you create a record for a minor, you have the option to add one or two guardians. You can also add them later by editing the minor's profile. When creating the invoice, select the name of the guardian. The name of the payer will be indicated on ...

• Is it possible to delete an invoice?

  It is not possible to delete an invoice, regardless of its payment status. However, you can cancel an invoice without any issue. Click on Actions and then Mark as cancelled. Once this is done, the invoice will be listed in the cancelled invoices ...

• Is it possible to send a receipt to the client as soon as the invoice is marked as paid?

  Absolutely! Here's how: Mark the invoice as paid by going to the Invoicing section of the client’s record. Find the invoice in question, click on the action menu on the right, and select Mark as paid. Check the "Send receipt by email" box at the ...

• How do I add taxes to my invoices?

  First, go to the Invoices section in the Settings tab: https://admin.psylio.com/organization/invoices Here you will be able to save the tax names and associated percentages.

• How do I manage tax application for multiple services on a single invoice?

  For precise tax management on various services added to a single invoice, Psylio offers a flexible feature. You can enable or disable taxes for each service as needed. Before you begin: If you provide taxable services, set up your billing information ...