Cancel an Invoice

Internal Approvers may need to cancel an invoice that is sent to the Document Management System for payment processing. 

It could be that it is already paid, it is recognised as a duplicate, or the organisation no longer manages the relevant plan. 

Strata Managers can use the 'Cancel Invoice' feature to stop these from processing further in the invoice approval journey.

Cancel an Invoice

Users can view an Invoice by either clicking the link to the Invoice in an email notification or clicking the Documents Icon to go to the Document Management System then selecting the 'Invoices' tab.

Search for an Invoice by Plan Number or Contractor then click the PDF Icon to view the Invoice page.

Click the three dots at the top of the page and select 'Cancel Invoice'

This opens up a modal that allows the Strata Managers to add a note regarding the cancellation. They also have the option to send the note to the Service Providers notifying them of the reason for the cancellation. 

This will change the Invoice status to 'Cancelled' and it can no longer be processed for payment.

Strata Managers may choose to reverse the cancellation by clicking the 3 dots at the top of the page and selecting 'Reopen Invoice'. 

Once reopened, it will place the invoice back in the approver's queue for review and approval. 

Note: If the invoice was cancelled in Strata Master, the status won’t be reflected in the portal.  If the invoice needs to be processed to Strata Master again, it will need to be downloaded and approved through a separate invoice link.

For more information, please see Invoice Processing.

Strata Managers should contact us with any further questions regarding this process.