Invoices

Voiding an Invoice

Main Menu > Invoices > Void sidebar button

Use to void the current Invoice; it can also be used to unvoid a voided Invoice.

How to Void an Invoice

1. Locate the Invoice in question.

2. Click the Void Invoice sidebar button.
   
   If the Invoice was created within the current month and has no payments entered, then this message box asks you to Void or Cancel.

3. Click Void.
   
   The Invoice status changes to Void.

4. Before the Invoice can be successfully voided, you must adjust the payment line.

   • You may either delete the payment line or create a refund Invoice.

   • Consult your accountant on best practices.

Voiding Bad Debt

• See also: How to Clear Bad Debt

Voiding an Invoice from the Previous Month

In some cases, you need to void an Invoice from yesterday -- but  yesterday was in the previous month, e.g. November 30. This can be done by:

1. Click in the date field and change the month to the current month.

2. Void the Invoice.

3. Revert the date back to the original month.

Unvoiding a Voided Invoice

• It is possible to unvoid a voided Invoice, provided it has no payments on it, by clicking again on the Void Invoice sidebar button.

• See also: How to Unvoid an Invoice

How to Delete an Invoice

There is no way to delete an Invoice.

• This protects you in the event of a financial audit or a dishonest employee. Voiding an Invoice is the only procedure to take.