Void an Invoice

You can void an Invoice if it contains an error, if you want to stop future payment collection, or if you choose to forgive the remaining balance. Voiding an Invoice helps maintain accurate billing records, ensures proper revenue reporting, and prevents unintended collection attempts. This action updates the Invoice status, may generate a credit note when partial payments exist, and ensures future collection attempts do not occur.

The Void Invoice option appears in the More Options drop-down when viewing an eligible Invoice. An Invoice must be open to be eligible for voiding.

Find the link to void an Invoice.

When you select Void Invoice, you must provide a reason to confirm your intent.

Confirm your intent to void the Invoice by providing a reason.

Invoices with no payments are voided by setting the status to Voided. These Invoices are excluded from revenue metrics and are no longer eligible for payment.

If an Invoice has a partial payment, you may still void the remaining amount due. In that case, a credit note for the remaining balance is created and applied to the Invoice. The Invoice then shows as Paid.

For sites using Subscription groups (Customer Hierarchies & WhoPays), note the following behavior:

• When a consolidated Invoice is voided, all individual segments that make up the Invoice are also voided.
• When an individual segment Invoice is voided, it is removed from the original consolidated Invoice and added to a new voided consolidated Invoice for the group.