How to cancel an Invoice?

I think you just paydown the existing invoice by deleting the required number of tickets, put the money On Account, and then pay down the invoice.

1. Load the order
2. Delete the tickets to match to drop in numbers
3. Put the money On Account
4. Done order
5. Go into their account
6. Constituents -> View Invoices
7. Check the Pay box
8. Click Payments
9. Pay down the invoice using the On Account money
10. Ok
11. Save

Neil

Going to have a look at this but I have a question – we don’t want to return/release the seats because that means the order is being canceled, correct? Or do you have to do it and then rebuild it?

Nope, you just lower the number of tickets on the order. Let's say they originally booked 20 Adults and 100 Children. They want to lower it to 16 Adults and 80 Children. You just load the order and delete 4 Adults and 20 children, put the money On Account, and partially pay off the invoice. You can then send them an updated invoice with the new amount owed.

Once you load the order, click the lineitem you would like to change, click Adjust, change the number(s) to what you want. Repeat as needed until you got it how you want.

Thank you Neil. we are not trying to pay out the invoice we are simply trying to delete it and enter a new, correct invoice. The school sent an incorrect one which we already entered, but since they lowered their numbers they sent a new invoice and said to toss the old one. We need to know how to do that in Tess. if we move the money to OA, will that be an issue for the Fiance side? Please advise

Thank you Neil. we are not trying to pay out the invoice we are simply trying to delete it and enter a new, correct invoice. The school sent an incorrect one which we already entered, but since they lowered their numbers they sent a new invoice and said to toss the old one. We need to know how to do that in Tess. if we move the money to OA, will that be an issue for the Fiance side? Please advise

My method is simply lowering the existing invoice in Tessitura. Pre-Covid, we did the all the time for school groups.

Otherwise, you could delete all the tickets on the order and place the $ On Account so that you can pay off the existing invoice. You could then create a new order with a new invoice, but that seems like more work than just lowering the existing invoice.

I suggest you create an equivalent order in your TEST environment with an invoice and then follow my directions to see what I'm talking about. I bet once you do that, you'll better understand what I'm attempting to say.

Does that make sense?