# Cancel Invoice

Staff can utilize this option to cancel an invoice that has been completed.

{% hint style="warning" %}
Cancelling or undoing the cancellation of an invoice will impact associated financial records and accounting processes. Ensure that this action is necessary and review all details carefully before proceeding to avoid unintended changes.
{% endhint %}

{% hint style="info" %}
Based on clinic requirements, the application can be configured to use either a direct invoice cancellation workflow or an approval‑based invoice cancellation workflow.

1. **Cancel Invoice:** Allows direct cancellation of an invoice
2. [**Invoice Cancellation Request:**](/uniteemr/application-modules/billing/invoice/more-action/invoice-cancellation-request.md) Requires approval before invoice cancellation
   {% endhint %}

***

### Steps to Cancel Invoice

* Open the **Invoice (Home > Billing > Invoice)** screen and use the Search field to find and select the respective invoice.
* Click on the invoice row to select it, then click the **More Action** menu to open the dropdown list.

  <figure><img src="/files/tOAiTqgQhGpOTDtIfrCQ" alt=""><figcaption></figcaption></figure>
* In the dropdown list, select **Cancel Invoice**.

  <figure><img src="/files/xQvWW9I01JjlK5h20hfQ" alt="" width="134"><figcaption></figcaption></figure>
* In the **Cancellation Remarks** pop-up, enter the remarks and click **SAVE**.

  <figure><img src="/files/m6SKrtr3YbqwbSEGQPlj" alt="" width="304"><figcaption></figcaption></figure>
* A pop-up appears confirming that the invoice has been cancelled successfully. After the invoice is cancelled, the invoice amount will be automatically tallied with either the **Advance** or **Overdue**.

  <figure><img src="/files/ei7OOS5Xj2S2AzdH1bTr" alt="" width="290"><figcaption></figcaption></figure>

{% hint style="warning" %}
To cancel an invoice with an advance applied, reverse the advance before canceling the invoice. For more information, refer to the **Reverse Advance** section.
{% endhint %}

{% hint style="info" %}

1. For **Co-Pay** and **Co-Insurance**, two invoices are generated: one for insurance and another for cash. Staff must cancel the parent invoice linked to the insurance. The corresponding cash invoice will be cancelled automatically.
2. For additional information, refer to the following topics:
   * [**Cancelled Invoice**](/uniteemr/application-modules/billing/cancelled-invoice.md): This topic explains how to view cancelled invoices.
   * [**Print Cancelled Invoice**](/uniteemr/application-modules/billing/cancelled-invoice/print-cancelled-invoice.md): Learn how to print a copy of a cancelled invoice for record-keeping or other purposes.
   * [**Undo Invoice Cancellation**:](/uniteemr/application-modules/billing/cancelled-invoice/undo-invoice-cancellation.md) Find out how to restore a cancelled invoice to active status if needed.
     {% endhint %}

***


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