When an invoice is received in Shipwell Settlement, you have two actions to permanently close out an unwanted invoice: Cancel (done by the sender) and Reject (done by the recipient). Understanding the difference prevents confusion and ensures carriers are notified appropriately.
Cancelling an Invoice (Carrier / Invoice Sender)
The carrier or invoice sender can cancel an invoice at any point before it reaches Scheduled or Paid status.
Once cancelled, the action cannot be undone—cancellation is permanent.
Both parties (sender and recipient) will see the Cancelled status on the invoice.
A cancelled invoice is removed from active consideration — useful for clearing duplicate invoices.
Cancelling an invoice resolves the Multiple Active Invoices First Pass Match exception if one was present.
Rejecting an Invoice (Shipper / Invoice Recipient)
As the recipient, you can reject an invoice up until it reaches Scheduled or Paid status.
Like cancellation, rejection cannot be undone.
Both parties see the Rejected status.
The carrier receives an email notification that the invoice has been rejected.
Rejecting an invoice also resolves the Multiple Active Invoices exception if one was present.
To reject an invoice: open the Settlement Dashboard → find the invoice → select Actions → choose Reject → confirm.
Key Points for Both Actions
Neither action triggers an EDI response. If you receive EDI 210 invoices, there is no outbound EDI transaction sent when you reject or cancel. Carriers are notified by email only.
Both actions are final — confirm you want to take the action before proceeding.
If a new invoice needs to be submitted after cancellation or rejection, the carrier must send a fresh invoice.
Summary
Action | Who takes it | When available | Effect |
Cancel | Carrier / Invoice sender | Before Scheduled or Paid | Withdraws the invoice; permanent |
Reject | Shipper / Recipient | Before Scheduled or Paid | Refuses the invoice; carrier notified by email; permanent |
For questions about your settlement workflow or invoice status, reach out to your Customer Success Manager via the TMS Customer Support Portal.