How to Cancel an A/R Invoice

A/R Invoices may be entered in error. In this case the user would search for the account or invoice # , then choose the Cancel action.

Use the following steps to cancel an A/R invoice:

1. Click on the Business tab, click Accounts Receivable, and select A/R Invoice Management.

2. If applicable, enter the A/R Account.

Note: The Invoice Number field will become available when an A/R Account is entered.

3. If applicable, enter the Invoice Number.

4. If applicable, click on the Year drop-down menu to select an option.

5. If applicable, click on the Period drop-down menu to select an option.

6. Click on the Search button. All related results will display in the grid.

Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.

7. Click on the Action drop-down menu beside the corresponding A/R Invoice and select Cancel.

8. In the Please Confirm A/R Invoice Cancel dialog box, enter a note in the Note field.

9. Click on the OK button or click on the Cancel button to cancel this process.