You must have "Full Access" or "Limited Access - Financials" permissions.

An invoice can only be voided if no payment has been made. If the invoice has a full or partial payment, the open payment(s) need to be "credited" down to $0 and will show as canceled.

  1. From the left navigation menu, click Financials > Invoicing.

  2. Find the desired invoice, and click the Sale ID.

  3. In the top right corner, click the 3 dots > Void.

  4. Verify by clicking Void.

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