Manage invoices
Cancel a reminder and go back to the original invoice
A reminder was created by mistake, or too early (for example for an invoice paid in instalments, or for a member who has agreed an arrangement with the club)? You can cancel it: the invoice gets its previous document back, that is the original invoice of its group, and the reminder badge disappears.
Cancel the reminder of an invoice
- In the left side menu, open Invoices then Open invoices & reminders.
- Find the invoice, for example with the filter Reminders running or by filtering on its group.
- At the end of the row, open the menu ⋯ and choose Cancel last reminder.
- Enter a reason if you wish (for example “Reminder sent by mistake”), then confirm.
The same button Cancel last reminder is also in the File of the invoice.
Cancelling is done one invoice at a time: repeat it for each invoice concerned. An invoice at reminder 2 goes back to reminder 1; cancel a second time to go back to the original invoice.
What changes
- The invoice goes back to the previous level with its original document: the PDF and the e-mail are those of the invoice again, no longer those of the reminder.
- The amount, the payments already received and the invoice lines do not change.
- Nothing is deleted: the Timeline of the file records “Reminder 1 cancelled” with the reason and the author, and the old document can still be viewed under Versions.
- A reminder already sent by e-mail or printed cannot be called back: if the member received it, let them know the reminder is cancelled.
Watch the due date: if the due date of the original invoice has already passed, the invoice becomes Overdue again and will be offered again under To remind (and reminded the following night if automatic reminders are active). To avoid this, then use Extend due date (new payment date) or Put reminders on hold (until a date), in the same menu ⋯.
Reminder fees: if your club charges reminder fees, the fee line added with the reminder is not removed by the cancellation. To remove it, open the invoice with Edit invoice and delete that line.
For everything about tracking open invoices and creating reminders, see Manage payment reminders.
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