I have had to cancel an invoice and I used the “Cancel” function which marked the invoice as Cancelled.
The invoice shows up under Active invoices though. If it’s cancelled, it’s not active?
Is this a bug or something I’m missing?
Hi,
I see how this is confusing. Invoices in the app have both a state (active, archived, deleted) and status (draft, sent, canceled, etc). An invoice can be both active and cancelled, you would need to manually mark the invoice as archived or deleted to remove it from the active state.
@david we could consider adding ‘auto archive when cancelled’ option the workflow settings.
Auto archive when cancelled would be great!
sounds good to me.
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I add this follow up question here: I still see the balance of the canceled invoice in the client credit balance. How can I set it to zero? A canceled invoice should not be part of the credit balance, right?
Does the client have other credits? Even if the invoice is active it shouldn’t be included in the credit balance.
nope - its exactly the amount of the canceled invoice. I also have no payment assigned in the same amount.
Does the client have any credits?