[Advisors] Deleting Invoices and Canceling Subscriptions

Delete an Invoice

All Failed and one-time Unpaid invoices can be deleted. Invoices that were manually marked as paid can also be deleted. Deleting an invoice will remove it from both you and your client's account.

Invoices that have been paid via Online Check Deposit cannot be canceled or deleted. However, they can be marked as refunded by your Enterprise's account administrators if needed!

To delete an invoice, go to Invoices and select Cancel Invoice from its drop down menu.

Important: If you delete/cancel an invoice that has a document attached to it, that document will not be voided. Documents that still need signatures can be signed successfully! If you need to cancel the attached document, you'll want to do so by visiting Documents > Cancel Document.

Deleting an Unpaid Upfront Invoice Attached to a Subscription

Upfront one-time invoices that are still unpaid can be deleted and it will not impact the subscription request!

You can delete upfront invoices by visiting Subscriptions > View Subscription > Payments > Cancel Invoice. The upfront invoice is noted with the money ($) symbol.

📍 If desired, here's how edit an unpaid invoice or mark it as paid instead!

Cancel a Subscription

Canceled subscriptions with payments associated with them will not be deleted, but will update to display a Canceled status. Both you and your client can cancel a subscription at any time.

(Canceling subscriptions that do not have any associated payments will delete them from you and your clients' account view.)

To cancel a subscription, go to Subscriptions and selecting Cancel Subscription from its drop down menu.

Once an active subscription is canceled, it stops all future invoices from billing. It also stops all failed payment reminders on any failed invoices associated with the subscription.

A canceled inactive subscription cannot be authorized/paid by a client.

Important: If you delete/cancel a subscription that has a document attached to it, that document will not be voided. Documents that still need signatures can be signed successfully! If you need to cancel the attached document, you'll want to do so by visiting Documents > Cancel Document.

How cancelation notifications work:

• If you delete a one-time invoice or cancel an inactive subscription, then the client will not receive a deletion or cancelation notice via email.

• If you cancel an active subscription, then the client will receive an email notification that it has been canceled.

What happens when a client cancels their subscription?

Your clients have the ability to cancel their active subscriptions! You can check out that process in this client-facing article: Canceling Automatic Subscription Payments

When a client cancels their subscription, both you and the client will receive an email notification regarding the cancelation. The cancelation will also appear in your Recent Activity on the Dashboard.

Subscriptions canceled by a client will not be deleted and will update to display a Canceled status.

[Advisors] Deleting Invoices and Canceling Subscriptions

In This Article:

Delete an Invoice

Deleting an Unpaid Upfront Invoice Attached to a Subscription

Cancel a Subscription

What happens when a client cancels their subscription?

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