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Void or delete an invoice

Void an invoice when it shouldn’t count but you want to keep the record, such as a bill the vendor withdrew. Delete it only when it was entered by mistake.

Who can do this: Admin

Void an invoice

Section titled “Void an invoice”

An invoice with payments can’t be voided. Delete the payments first.

  1. Open the invoice and scroll to Invoice details.

  2. Change the Status to Void.

  3. Select Save changes.

A void invoice moves to the Void tab and stops counting in every total. It also stops counting against its purchase order, and its service agreement billing period opens up for a new invoice.

To undo a void, change the Status back and save. If that billing period has since been given another invoice, you’ll see an error instead.

Managers can’t choose Void and can’t undo one. If a bill shouldn’t be paid while you sort it out, a Manager can set it to Disputed.

Delete an invoice

Section titled “Delete an invoice”

  1. Open the invoice and select Delete.

  2. Select Delete to confirm.

Section titled “Related”