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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:

  1. The invoice is in Payment due or Not paid state
  2. 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

  1. Open the invoice
  2. If payments are linked, go to Remove Payments & Credits and remove them (removed payments are added to the customer's excess payments)
  1. The Void option will appear
  2. Click Void this invoice
  3. 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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