🔒 To access the Finances section, the Show financial reports permission must be enabled
How to Cancel an Invoice After Sending
If you'd like to make changes to a booking plan or to an invoice, the invoice must be cancelled first. There are a number of ways to cancel an invoice on Famly - either via the Finances section or on the child's profile.
To cancel an invoice:
Head to Finances in your sidebar → click on Reports → and select Invoices
Use the filters to find the invoice you'd like to cancel
Click on the invoice to open it and select Cancel invoice from the ... button
OR
Head to the child's profile and navigate to the Bookings section
In the Bill Payers section, find the invoice you'd like to cancel
Click on the invoice and select Cancel invoice from the ... button
To confirm the cancellation you will have to issue a credit note. This credit note will even the balance
The credit note will now show in the Bill Payers section with the credited amount
💡 You cannot delete a credit note once it has been issued, as it's a receipt of cancellation
Transfer an Invoice
If an invoice was sent to the wrong bill payer, you can transfer the invoice by:
Opening the invoice (from the child's Bookings tab, or from the Finance section in your sidebar)
Clicking the ...
Then click on Transfer invoice
Next, choose who you'd like to transfer the invoice to by searching for the bill payer
💡 When you transfer an invoice that has already been paid for and has a payment connected to it, the payment will also be transferred to the new bill payer's account
How to Cancel Invoices in Bulk
If you spot an error after multiple invoices have already been sent, they can be cancelled in bulk. To do this:
Navigate to the Finances section in your sidebar
Select Reports and go to Invoices
Click in the tick-box at the top to highlight all the invoices you wish to cancel
Click Cancel selected invoices from the drop-down menu in the Actions box
Resending a Cancelled Invoice
Now the original invoice is cancelled, you can make all the changes to a child's plan and add any ad hoc purchases you need. You can reissue a new invoice when these changes are complete, by following the instructions in the article below: