I am not able to see the void option in an invoice
Problem Statement
How do I remove payments associated with an invoice? Where is the Void option in an invoice?
Solution
The Void option appears only when:
- The invoice is in Payment due or Not paid state
- There are no payments linked to the invoice
If payments are linked, remove them first using Remove Payments & Credits, then the Void option will be available.
Steps to Set It Up
- Open the invoice
- If payments are linked, go to Remove Payments & Credits and remove them (removed payments are added to the customer's excess payments)
- The Void option will appear
- Click Void this invoice
- Add comments and click Confirm
Note
Removed payments are added to the customer's excess payments. See Summary section in Customer details page for details.
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