FAQ: Introduction to cancelling an invoice

This is simple to do on LocumDeck.

• Go to your Invoices >> History
• Open up the invoice details by using the slide down arrow at the end of your invoice’s row
• Click Cancel invoice and follow the on screen help.

The process will vary slightly depending on

• whether and how you sent the invoice or just saved it to your records
• whether cancelling the invoice will involve breaking the sequence of your invoice numbers.

This is because, legally, invoices are significant documents – they represent your right to charge someone money. So there are two important accounting requirements that have been built into LocumDeck to keep your records in tip-top shape.

• If an invoice has been sent, a credit note should be issued to offset the cancelled invoice in both your and the practice’s accounts.
• Invoice numbering should be sequential.