IMPORTANT: You'll need to contact your customer before cancelling a form in Colladium, such as an invoice. You should only cancel it on Colladium if you have received confirmation from your customer that they have cancelled it in their system(s).
- Contact your retailer and ask them to discard the form, e.g. invoice, on their side.
- In the top navigation menu, go to Colladium-> Forms -> Invoices -> All
- Use the filter on the left-hand side to search the invoice that you would like to cancel
- Open the invoice and click the 'cancel' button.
If the cancel button does not appear, the purchase order may be marked as complete. If so:
- Go to Forms-> Purchase Orders-> Search for the purchase order
- Open the order and click on "Reopen". Then you can go to the invoice and cancel it.
