How do I void an Invoice?

You can void any Sent Invoice that has not received allocations of any payments or credits. Once an Invoice has been voided, the included billable items will be available to include on a new Invoice. 

Voiding an Invoice is irreversible.

Voiding an Invoice in Draft 

1. To void an invoice in Draft status, go to Accounting > Billing > Billing Cycle > Click on View tab

     2. On the Invoices tab, please click on the dropdown menu next to "View" and select "Delete."

Voiding a Sent Invoice 

1. Go to Accounting > Billing > Billing Cycle > Click on View tab

2. On the Invoices Tab, click on the dropdown beside View and select Add transaction

   

    

3.  In the dropdown Type of the resulting dialogue, select Void. Click Save.

   

Voiding an Invoice from Balances and Transactions

1. On the Invoices Tab, click on View. 
   
2. Click on "Add transaction"
   

3. In the resulting dialogue, select Type: Void. Once you have selected Void, the Amount will autofill with the invoice total and is not editable. Optionally, you can enter a custom Posting Date and Comment.