› Process documents › Handle exceptions with documents › Cancel an invoice

Cancel an invoice

During the Exception activity, it is possible to cancel a document that was rejected in either the Approval activity or the Coding activity. It is also possible to cancel any document that has been sent to this activity via any other route. For example, cancel a duplicate of an invoice.

Cancelling a document removes it from further processing and marks it as canceled in the database.

You can cancel an invoice by following these steps:

  1. Open a document in Exception activity.
  2. From the Routing Option list, select Cancel Invoice.

    The Cancel Invoice window is displayed.

  3. In the Cancel Invoice window, do the following.
    1. Select a reason for the cancellation from the Reason Code list.
    2. Enter a description in the Comments field.
    3. Click OK and Submit to save your changes and submit the document.

      Alternatively, click OK to return to the document to make additional changes before clicking Submit.

    The document is canceled, removed from further processing, and is marked as canceled in the Kofax TotalAgility database. The associated Kofax TotalAgility document and image are both deleted.

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