Void an invoice

Void an invoice that was issued in error or should no longer be collected. The invoice stays in the list and keeps its details, but it is no longer active and cannot be sent or paid.

Before you start

• You need the Invoices: Void permission. Ask an administrator if you do not see Void Invoice.
• The invoice must be in Draft or Sent status. Once a payment has been recorded, the invoice can no longer be voided.

Steps

1. Open the invoice.
2. Click Void Invoice.
3. In Void Invoice?, click Void Invoice to confirm, or Cancel to keep the invoice as it is.

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1In the sidebar, open Commerce.

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2Choose Invoices.

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3Open a Draft or Sent invoice.

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4Click Void Invoice.

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5Read Void Invoice? Cancel closes it without changes.

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6Click Void Invoice to confirm. A message confirms Invoice voided.

7The invoice is Void. Its amounts are struck through and only Download PDF remains.

8The invoice is Void. Its amounts are struck through and only Download PDF remains.

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Watch this as a video (void an invoice)

Caution

Voiding cannot be undone. The dialog reads Voiding this invoice cannot be undone. It will no longer be active, but will remain visible in your records for reference.

What happens next

A message confirms Invoice voided. The status becomes Void, the Total and Balance Due are shown struck through, and only Download PDF remains in the header. If the invoice cannot be voided, the dialog stays open and shows the reason, for example Could not void the invoice. Please try again.

Related

• Invoices overview
• Send an invoice
• Download an invoice PDF