Change or Cancel Sent Invoices

How to change an error on an invoice you've already sent

Julia Rose avatar
Written by Julia Rose
Updated over a week ago

Cancelling an Invoice

Before you can change an invoice or a plan, you need to cancel the invoice. This is necessary in order to ensure that all sessions and ad hoc purchases are included.

To access Revenue and Debt, you'll need the 'Show Financial Reports' permission enabled.

To do this:

  • Go to either Finances Invoicing and find the invoice


  • Go to the child's profile and click the invoice you need to cancel. You'll find this under the Bookings section - click View account under the Bill payer section, and a new window will open, from which you can select an invoice to change.

  • The invoice opens in a new window. You can cancel the invoice by clicking the three dots in the top left of the invoice (as below).

  • To confirm the cancellation you will have to issue a credit note. This credit note will even the balance.

N.B. You cannot delete a credit note

Batch Cancelling Invoices

If an error is discovered after multiple invoices are sent, it is possible to cancel them in bulk. To do this:

  • Log in to the app and click on the Finances icon

  • Select Reports and go to Invoices

  • Click in the tick-box at the top to highlight all the invoices you wish to cancel

  • Click Cancel selected Invoices from the drop-down menu in the Actions box.

Re-Issuing the Invoice

Now the original invoice is cancelled, you can make all the changes to a child's plan and add any ad hoc purchases you need. You can reissue a new invoice when these changes are complete, by following the instructions in the article below:

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