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How do I cancel a bill payment?

Learn how to cancel a previously scheduled payment to your vendors or subcontractors from within a project.

Before you start: The bill must have a status of Payment Scheduled. You can only cancel payments that have been scheduled but not yet initiated. If you want to reschedule a payment instead of cancelling it, see How to Reschedule a Scheduled Bill Payment.

 

Steps

  1. Open the project and go to Bills. From within the project, click Bills in the left sidebar to view all bills associated with that project.
  2. Confirm the payment status. Locate the bill you want to cancel payment for and confirm its status shows Payment Scheduled. 
  3. Open the bill. Click into the bill to open its Overview page.
  4. Click Reschedule payment. In the top right of the bill's Overview, click the Reschedule payment button to open the payment panel.
  5. Click Cancel payment. In the Reschedule payment panel, click Cancel payment at the bottom left (next to Save).

You'll see a confirmation that the bill payment has been successfully cancelled.

What happens when you cancel

  • The scheduled payment is stopped and will not be sent on the original date.
  • The bill's payment status returns to Unpaid, and you can schedule a new payment at any time.
  • Note: The vendor will not receive any notification of the cancelled payment.