Voiding an Invoice

Voiding an invoice cancels it without deleting it. The invoice stays in your records marked Voided, so you always have a full history of what was billed.

When to void an invoice

• The invoice was created by mistake.
• It was sent to the wrong family.
• The charges were wrong and you’d rather start over than fix them.

How to void an invoice

1. Go to Billing and open the invoice.
2. Click More (•••) in the top right.
3. Click Void Invoice.
4. Review the message and click Void Invoice to confirm.

You’ll see an “Invoice voided” confirmation, and the invoice’s status changes to Voided.

What happens when you void

• Payments are voided. Any payments recorded on the invoice are marked Voided and removed from your income in Finances.
• Credits go back to the family. Any account credit that was applied to the invoice is returned to the family’s account, ready to use on another invoice.
• Extra credit from overpayments is removed. If a payment on this invoice was more than the amount due, the extra became account credit. That credit is voided along with the payment.
• Scheduled time can be billed again. The days and hours on the invoice are released, so you can add them to a new invoice.

Things to know

• Voiding can’t be undone. If you void by mistake, create a new invoice.
• Only Draft and Unpaid invoices can be voided. To void a paid invoice, first remove its payments. Once it shows as Unpaid, the Void option will appear.
• You can still view, email and download a voided invoice. This is useful if a family needs a record of it.