Is there a way to cancel part of an invoice?

[Genny]

Hi,

I'm a counsellor and I am able to direct-bill to an agency to cover some of my clients' sessions. I sent an invoice to the agency for 4 sessions but only part of the claim was approved. Is there a way for me to cancel the balance of the invoice that they won't cover? 

I'm afraid if I try to cancel the invoice it will cancel the whole thing and not just the amount remaining. Does anyone else have experience with this?

Thank you!

[ashc · Accepted solution]

Hey @Genny,

There's not a way to partially cancel an invoice at this time.

In case you need to refund a partial payment on an invoice that is not fully paid yet, you will need to cancel the invoice. Once the invoice is cancelled, the transaction will appear in your transactions list, where you will be able to follow the steps to issue a refund.

Partial payments on a cancelled invoice will also appear in your sales reports as a Custom Amount paid, and will not affect your inventory counts since the invoice was cancelled. If you made manual adjustments to your inventory, make sure you account for that change when cancelling an invoice.

[Genny]

Ok so if I understand correctly, I need to cancel the original invoice, even though partial payment has been made, and then create a new invoice for the the amount that has been paid and indicate the payment was received. Is that correct?

[ashc]

You got it @Genny!

[Genny]

Thank you!

[RonBz]

On a similar note, I have an invoice where the customer paid for their deposit (50%) but they never showed up to pick up their product. They lose their deposit but I want to note that the invoice is now closed.
Do I need to do anything besides cancel the invoice? I want to make sure the income for that deposit is still accounted for.

[CarolR]

I had a similar situation and simply cancelled the invoice.  It seemed to work fine.