Cancel an Original Standard Invoice with the Assistant

This topic provides steps for using the Project Contract Invoicing Assistant to create a cancel credit invoice for an original standard invoice.

Before You Start

Make sure you know the exact contract number and invoice number for the original standard invoice.

Steps

1. Open the Project Contract Invoicing Assistant.
2. Ask the assistant to cancel the invoice.
3. Provide the contract number and invoice number if the assistant prompts for missing information.
4. Review the result returned by the assistant.

Sample Prompt

Cancel invoice 2078 for contract 100245.

When Cancellation isn't Allowed

The assistant doesn’t complete the action in these cases:

• The invoice isn’t a standard invoice.
• The original standard invoice isn’t in Accepted status.
• The invoice is already fully credited.
• The invoice can’t be identified from the information provided.

Note: Users can use the assistant to perform the Cancel Invoice crediting action only on standard invoices in Accepted status.