How do I Close or Cancel an Invoice?



If you find that you have an outstanding balance on an invoice that you don't expect payment on due to lost revenue, bad debt, cancellation prior to payment, or a refund on a security deposit, we recommend that you mark the invoice as closed. You will learn how to close an invoice in this article. 

  Before You Start

Locate the invoice you wish to close by doing an invoice search (see How do I Find an Invoice?)

  Click Actions then Mark Invoice as CLOSED. 



Closed invoices can be located by clicking on the Money tab, then Invoice List, changing the Invoice Status to Closed, and then clicking Apply Search.

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