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How to Void an Invoice
Updated over 2 months ago

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

An invoice can only be voided if no previous payment has been made. If the invoice has a full or partial payment, the open payment(s) must be "credited" to $0. It will show as canceled, not paid.

How to Void an Invoice:

  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 three dots > Void.

  4. Verify by clicking Void.


How to apply a credit to cancel future payments:

  1. In the top right corner of the invoice, click the three dots > Apply Credit.

  2. Add enough Credit to each installment to zero them out.

  3. Click Apply.

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