Voiding an Invoice

Voiding an invoice is essentially the "undo" button for billing. Unlike deleting an invoice - which can leave gaps in your sequential records - voiding keeps the document in your system but reduces its balance to zero, effectively canceling it.

• Navigate to the specific booking and select the 'Invoicing & Quotes' tab.  
• Find the invoice you wish to cancel, click the blue arrow icon, and choose 'Void'.
  • Note: This option is only available for invoices status: 'Awaiting Payment'.

• Click OK on the confirmation pop-up.

• A success message will appear, and the original line items will automatically move back to the 'Items to Invoice' window, allowing you to rebill them correctly if needed.

• You can now generate a new invoice whenever you're ready. If the total wasn't quite right, you can also select 'Add Adjustment' to modify the amount being charged before sending the updated version.