Cancel an Invoice
How to cancel an invoice.
To Cancel an Invoice
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From anywhere in the Collaborati application, select the "Invoices" tab. The Track Invoices screen opens.
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Invoices can be searched by "All Offices", one Office, or up to 10 Offices. After clicking the input field for Select Office, a dropdown will appear with the option "All Offices" and a list of the individual Offices associated with the Firm.
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You can search for your invoice with multiple values, as detailed in the “How do I track an invoice” page
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If your invoice has the status "Waiting for Client to Accept", then find the Actions column and click "Cancel".
Note: The invoice only appears after you have submitted the invoice, but BEFORE the client reviews your submission.
Note: You can re-submit a canceled invoice.