How to Void an Invoice

Main Menu > Invoices > Void sidebar button

How to Void an Invoice

  • The Void Invoice button (top left) is used to void the current Invoice.

  • It can also be used to unvoid an Invoice.

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

    Void Invoice

  • An Invoice cannot be voided if:

    A) a payment has been applied to the Invoice.

    Void Invoice

    Before the Invoice can be successfully voided, you must remove the payment line. You may either delete the payment line or create a refund invoice. Consult your accountant on best practices.

  • B) the Invoice was created in a previous month.

    Invoice delete

    In most cases, you probably want to write off a bad debt. However, in some cases, you want to void an invoice from yesterday which was in the previous month, e.g. Nov. 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. Lastly, change the date back to the original month.

  • It is possible to unvoid an Invoice, which does not have any payments on it, by clicking again on the Void Invoice sidebar button.

    Void Invoice

 

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