An invoice may need to be cancelled if it was entered incorrectly or if it failed the matching process.

Users with the Create Invoices, Community Administrator, or Create Buyer Invoices roles have the ability to cancel and resubmit invoices.

Important Constraint: Invoices cannot be cancelled or resubmitted if they are in the Downloaded or Invoice Accepted state.

Cancel an Invoice

1. Navigate to View Invoices: Go to either:

   • The Marketplace module > select Transactions > click View Invoices screen, OR

   • The Invoices module, which populates the View Invoices screen.

2. Locate Invoice: Locate the desired invoice by selecting the invoice number or using the Search Invoices/Orders field. Use Filters to narrow the search.

3. Cancel Action: Once the invoice is located and opened, click More Actions in the top-right corner of the screen > select Cancel.

4. Confirm: Enter the reason for canceling the invoice > select OK.

Resubmit an Invoice

Invoices can be resubmitted when they are in a Canceled state. Resubmission allows the user to submit the exact same invoice, an alternative invoice, and most importantly, reuse the original Invoice number if the details were incorrect.

1. Navigate to Canceled Invoice: Go to the View Invoices screen (via the Marketplace or Invoices module) and locate the Canceled invoice.

2. Resubmit Action: Once the Canceled invoice is opened, select More Actions and click Resubmit.

3. Create New Invoice: The Invoice Order screen will populate, allowing you to create a new invoice using the canceled invoice number, or create a completely new invoice that will generate a new number upon completion.