Cancelling and Reopening Invoices

Overview

There are times when an invoice needs to be cancelled (for example, when it was created in error or the scope of work changed) or reopened (for example, when a payment was recorded prematurely). StartGlobal lets you cancel issued or draft invoices and reopen paid invoices directly from the invoice list. This guide covers both workflows.

Before You Begin

Cancelling an Invoice

1. From the main navigation, go to Invoicing and make sure you are on the Invoicing tab.

   What you will see

   The invoice list with the title "Invoices" and the description "List of all of your recent transactions." Each invoice row shows its number, date, client, amount, status badge, and action icons.

2. Locate the invoice you want to cancel. Use the status filter if needed.

   What to do: Click the filter control and select Pending or Draft to narrow the list, or leave it on Show all.

   What you will see

   The list updates to show only invoices matching the selected filter.

3. Click the more menu (three-dot icon) on the invoice row.

   What you will see

   A dropdown menu appears with available actions. For invoices with Issued or Draft status, the menu includes Cancel Invoice.

4. Click Cancel Invoice.

   What you will see

   A confirmation dialog appears with the title "Cancel Invoice" and the message: "Are you sure you want to cancel invoice #{number}? This action cannot be undone..."

5. Review the warning and confirm.

   What to do: If you are sure you want to cancel, click Yes, Cancel Invoice. If you change your mind, click Go Back to return to the invoice list without making changes.

   What you will see

   If you confirm, a toast message appears: "Invoice has been canceled successfully." The invoice's status badge changes to Cancelled (red).

Reopening an Invoice

1. From the Invoicing tab, locate the paid invoice you want to reopen.

   What to do: Use the filter control and select Paid to find the invoice quickly, or scroll through the full list.

   What you will see

   Paid invoices display a green Paid status badge.

2. Click the more menu (three-dot icon) on the invoice row.

   What you will see

   A dropdown menu appears. For invoices with Paid status, the menu includes Reopen Invoice.

3. Click Reopen Invoice.

   What you will see

   A confirmation dialog appears with the title "Reopen Invoice" and the message: "Are you sure you want to reopen invoice #{number}?..."

4. Review the prompt and confirm.

   What to do: If you want to proceed, click Yes, Reopen Invoice. If you change your mind, click Go Back.

   What you will see

   If you confirm, a toast message appears: "Invoice reopened successfully." The invoice's status badge changes back to Issued/Pending (orange).

Marking an Invoice as Paid

1. From the Invoicing tab, locate the issued invoice you want to record payment for.

   What to do: Use the filter and select Pending to find issued invoices, or scroll through the list.

2. Click the more menu (three-dot icon) on the invoice row.

   What you will see

   For invoices with Issued status, the menu includes Mark as Paid.

3. Click Mark as Paid.

   What you will see

   A toast message confirms: "Invoice marked as paid." The invoice's status badge changes to Paid (green).

What Happens Next

After Cancelling

• The invoice status changes to Cancelled (red badge) and no further actions can be taken on it.
• The cancellation is permanent and cannot be undone. If you cancelled by mistake, you will need to create a new invoice.
• The cancelled invoice remains in your list for record-keeping purposes.
• If the client has already received the invoice by email, they will no longer be able to pay it through the payment link.

After Reopening

• The invoice status changes back to Issued/Pending (orange badge).
• The client can make a payment on the invoice again.
• The invoice resumes its normal lifecycle: it can be marked as paid again or cancelled.

After Marking as Paid

• The invoice status changes to Paid (green badge).
• This is useful when you receive payment outside of the Stripe flow (e.g., by check, wire transfer, or cash).
• The invoice can be reopened later if the payment status needs to be corrected.