Voiding an Invoice

Last Updated: Jul 29, 2020

Note: only the latest invoice on an account can be voided. Executing a void will cause the system to:

  • create reversed transactions for items on the invoice

  • detach all disbursements applied to the invoice

  • rollback account-package next bill dates and last billed dates

  • create a new invoice with reversed charges on it (note: this new invoice is only created if the invoice being voided has been delivered to the customer)

  • update the account balance

Voiding will not reverse payments.

  1. Select the invoice in the list on the left under the Invoices heading

  2. Under the Invoices heading click the (emoji) icon

  3. On the confirmation dialog click Yes to confirm that the selected invoice should be voided