Only the unpaid portion of a pre-invoice can be canceled.
Vision automatically cancels all unpaid pre-invoices and unpaid portions of pre-invoices when you create regular (draft and final) invoices. You can add these unpaid pre-invoice fee amounts to a regular invoice by entering them in the
Fee field on the Fees tab in Billing Terms.
You can also manually cancel pre-invoices.
The general ledger is not affected when pre-invoices are canceled.
Automatically Canceled Pre-Invoices
All unpaid pre-invoices and unpaid portions of pre-invoices for a project are canceled automatically when you do either of the following:
- In
, you preview or final accept a regular invoice for a project.
- In
, you create a regular (draft or final) invoice for a project.
All the pre-invoice fee amounts that are canceled automatically as a result of creating a regular invoice, display in the Pre-Invoice section of that regular invoice. The canceled fee amounts are listed in the
Cancelled column. These canceled pre-invoices are also displayed as canceled in the Pre-Invoice section of all future pre-invoices that you generate for the project.
Manually Canceling a Pre-Invoice
In Invoices on File (), you can manually cancel an unpaid pre-invoice or the full, unpaid portion of a pre-invoice. You cannot cancel only a portion of an unpaid pre-invoice.
Pre-invoices that you manually canceled since the last regular (draft or final) invoice was created are displayed in the Pre-Invoice section of a next regular invoice that you create. Their canceled amounts are listed in the
Cancelled column. These canceled pre-invoices are also displayed as canceled in the Pre-Invoice section of all future pre-invoices that you generate for the project.
When Pre-Invoices Cannot be Canceled
Pre-invoices cannot be canceled if any of the following apply:
- The pre-invoice is still going through the approval process.
- The client has paid more than the total amount of the pre-invoice.
Printing and Previewing Canceled Pre-Invoices
You can print and preview canceled pre-invoices in Invoices on File in Interactive Billing. The cancellation template that you entered on the Pre-Invoice tab in Billing Terms for a project is used for printing and previewing a canceled pre-invoice.
View a List of All Canceled Pre-Invoices
You can view a list of all canceled pre-invoices for a project by viewing the most recent pre-invoice in Invoices on File in Interactive Billing. All the pre-invoices that have been created are listed in the Pre-Invoice section. Canceled pre-invoices have an amount in the
Cancelled column.
Voided Regular Final Invoices
If a final invoice is voided, the cancellation of the unpaid pre-invoice amount is not reversed. In this scenario, you must reverse the cash receipts, and then create new pre-invoices and apply those cash receipts to the new pre-invoices. The new pre-invoices would then be available to apply to the next final invoice.