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How to Void Billing

This guide will show you how to void billing items, invoices and payments.

How to Void an Item

This section will show you how to void a billing item that has been removed from an invoice.

Clients

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client

2. Click on client's First or Last name

Billing

Billing

1. Click on Billing.

2. Click on Items.

3. Click the red X under the void column.

Note: You may also reverse the billing for the item instead of voiding by clicking the U-Turn icon to the left of the void column.

Confirm Voiding of Billed Item

Confirm Voiding of Billed Item

1. Enter "YES" to confirm you understand.

2. Click the Submit button.

How to Void an Invoice

This section will show you how to void an invoice.

Clients

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client

2. Click on client's First or Last name

Billing

Billing

1. Click on Billing.

2. Click on Invoices.

3. Click the pencil icon to the far right, under the edit column of the invoice you wish to void.

Invoice

Invoice

Click the shopping cart icon to the left of the billing item.

Void Invoice

Void Invoice

Click on Void Invoice.

Note: Your billing item has been removed from the invoice, but has not been voided or reversed. See How to Void an Item in the section above.

How to Void a Payment

This section will show you how to void a payment.

Clients

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client

2. Click on client's First or Last name

Billing

Billing

1. Click on Billing.

2. Click on Payments.

3. Click the red X to the far right of the payment.

Confirm Voiding of Payment

Confirm Voiding of Payment

1. Enter Your Reason in the text box.

2. Click on Submit.

Note: You may click cancel or the x in the upper right hand corner to leave the page without voiding the payment.

Payment Voided

Payment Voided

You will no longer see the payment.

Keep in mind that the invoice the payment was applied to is now an open invoice. See How to Void an Invoice in the section above.

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