Mark an invoice cancelled or restore it

Use the supported cancel/un-cancel actions.

Before you start

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope.

Follow these steps

1. Open the linked contract, invoice or payment from its request or CRM register.
2. Use the supported cancel/un-cancel actions.
3. Core CRM invoice state/payment restrictions apply.
4. Complete the action once and check the resulting record, balance or delivery event.

Fields, rules and limits

• Core CRM invoice state/payment restrictions apply.

Check it worked

The linked CRM record reflects the intended change and financial totals reconcile.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Core CRM invoice state/payment restrictions apply.

Why is the record or action unavailable?

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope. Check the current company and record relationship before requesting additional access.

Useful next steps

• Load invoice relation data and merge data
• Mark an invoice sent
• Load invoice customer data
• Find the current module menus
• Browse all merged module guides