Cancel an Invoice
Cancel draft, sent, overdue, or partially paid invoices while keeping payment and refund history linked.
Step 1
Open the invoice
Go to Invoices and open the invoice you want to cancel. Cancel is available from the invoice detail page for all statuses except Paid and already Cancelled.
Step 2
Refund collected amounts first (if any)
If the invoice is partially paid, refund the full collected amount before cancelling. Payments stay linked to the invoice for audit history — you do not need to unlink them.
Step 3
Cancel the invoice
Click Cancel invoice and confirm. Invoism blocks cancellation only while a net collected amount remains outstanding (payments minus refunds). Once net collected is zero, cancellation succeeds even if payment records are still linked.
Step 4
Verify final state
The invoice status becomes Cancelled, balance due is cleared, and the invoice no longer appears as outstanding. Payment and refund rows remain visible on the invoice for traceability. A cancellation email is sent to the customer when email is configured.
Expected outcomes
- Invoice is marked CANCELLED
- Outstanding balance is cleared
- Payment and refund history remains on the invoice
Related tutorials
Process Refunds from Invoice Page
Issue full/partial refunds and understand how refunding impacts invoice status and balances.
Record Partial Payments Correctly
Apply a payment smaller than invoice balance and track remaining due accurately.
Send and Resend Invoices
Send invoice email, understand draft lock behavior, and resend safely.