Mark canceled invoices and update central order records
Mark canceled invoices and update central order records
Your canceled invoices don't update the central orders record, causing manual lookups and delayed reconciliation. The workflow marks canceled invoices and updates totals for same-day reconciliation.
Overview
Stale order records from canceled invoices create avoidable reconciliation work and slip adjustments into the next close. This workflow marks cancellations and updates amounts so billing staff can reconcile accounts same day and close ledgers on schedule.