Cancel and Resubmit Invoices

An invoice can be canceled when the invoice is entered incorrectly or when the invoice does not match. If required, the correct invoice can then be resubmitted, and the same invoice number can be used.

In order to cancel or resubmit the invoice, the invoice cannot be in Downloaded or Invoice Accepted state.

Users with the Create Invoices, Community Administrator, and Create Buyer Invoices roles are able to cancel and resubmit invoices.

Cancel an Invoice

To cancel an invoice, go to:

• the Marketplace module > select Transactions > click View Invoices screen or
• the Invoices module, that will populate the View Invoices screen

Select the desired invoice number or use the Search Invoices/Orders field. To narrow down the search, using Filters will provide additional fields.

Once the desired invoice is located, select the invoice number > click More Actions in the top-right corner of the screen > select Cancel > enter the reason for canceling the invoice > select OK.

Resubmit an Invoice

Invoices can be resubmitted when in an Canceled state. Users can resubmit the exact same invoice or an alternative invoice. Additionally, users can reuse the Invoice number once the invoice is canceled, if the details are not correct. 

To resubmit an invoice, go to:

• the Marketplace module > select Transactions > click View Invoices screen or
• the Invoices module, that will populate the View Invoices screen

Select the desired invoice number or use the Search Invoices/Orders field. To narrow down the search, using Filters will assist. Additional fields are available to narrow down the search.

Once an invoice has been canceled, select More Actions and click Resubmit.

Once completed, the Invoice Order screen will populate to create an invoice with the canceled invoice number. Or create a new invoice, that will generate a new invoice number once completed.