Mark an invoice cancelled or restore it
Use the supported cancel/un-cancel actions.
Exact navigationBroker Portal → Invoices → open invoice → More
Before you begin
- Use an account with Authenticated broker user with invoice edit access and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Use the supported cancel/un-cancel actions. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Broker Portal → Invoices → open invoice → More.
- Open the record and review the current status, approval chain and supporting files.
- Choose the supported status, approval, confirmation or signature action.
- Provide the required reason, decision, signature or attachment when prompted.
- Submit once and verify the new status, approval entry, notification and locked/unlocked actions.
Fields, choices and supported possibilities
Exact actionMark an invoice cancelled or restore it
Exact navigationBroker Portal → Invoices → open invoice → More
Module version1.0.0
Access ruleAuthenticated broker user with invoice edit access
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Financial recordClient/vendor/landlord, linked property/request/contract, date/due date, currency, items, taxes, discounts, totals and status.
Payment evidencePayment mode, amount, transaction ID, note/comments, date paid and email/PDF choices where exposed.
Code-backed validations and workflow rules
- Core CRM invoice state/payment restrictions apply.
- Verify linked CRM invoice/payment records before changing a real-estate payment or payout status.
- The module hooks after_payment_added to write property-related activity when the payment is linked.
Expected result and verification
- The supported mark an invoice cancelled or restore it flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.