Watch our video walk-through:
You can only cancel a bill with no processing or completed payments associated with it. If you want to cancel a bill with pending payments, you first have to cancel all pending payments. Here, we will show you how to cancel individual payments on a bill, as well as cancelling an entire bill.
1) Cancelling payments on a bill:
Note: You can only cancel payments on a bill if they are in a "Pending" state, meaning the vendor has not accepted these funds. Once the vendor has accepted the funds, you can no longer cancel partial payments.
Bill payments sent via Direct Deposit or Check start processing immediately after initiation, so they can't be cancelled.
Step-by-step instructions
On the left side of the Truss dashboard, click 'Bills'
From the status filter, select 'Pending approval' and 'Partially paid'
Select the bill containing the payments you are looking to cancel.
Click on the pending payment.
Click 'cancel.'
If you are sure you want to cancel this payment, click 'Yes, cancel.'
The payment is now cancelled recipient will no longer be able to recieve these funds.
2) Cancelling a bill:
Note: You can only cancel a bill with no processing or completed payments associated with it. If you want to cancel a bill with pending payments, you first have to cancel all pending payments (see steps above), then you can cancel the bill.
Step-by-step instructions
On the left side of the Truss dashboard, click 'Bills'
From the status filter, select 'Unpaid' and 'Partially paid'
Select the bill you are looking to cancel
If the bill has partial payments in the 'Pending' state, at this step, individually cancel all of the payments before deleting the bill.
From the 3-dot dropdown on the right, click 'Cancel bill.'
If you are sure you want to cancel this bill, click 'Yes, cancel.'
The bill is now cancelled, and the recipient will not have access to the funds.