How to void an Invoice

Step 1: Login in using the Main Admin user credentials

Step 2: Navigate to Accounts Receivable ->Invoices

• Locate the invoice to void. Click the invoice number to open the invoice. 
• If a user’s permissions do not include the ability to void invoices, the option to void an invoice will not be available to them. 
• If the invoice is in rebilling status the system will not allow users to void the invoice.  

Step 3: Voiding the invoice

• Select 'void' towards the bottom of the screen. 
• Users will be prompted with a message advising the void process can not be undone. To continue with the void, click Voice Invoice.  

Step 4: Voided Invoice & Charge Set status Changed

• The Invoice will display as 'Void'. 

•  The charge Set will return to Drafted status, allowing it to be edited as needed.