Invoices can be voided individually or in bulk (option 2) using the options below.
Option 1: Use the Void button
Go to a customer profile through the Customers tab.
Scroll to the Billing History section.
Click the date of the invoice to be voided.
Click the Void button.
Option 2: Use the Mass Void Unpaid Line Items button
Go to a customer profile through the Customers tab.
Scroll down to the bottom of the Billing History. Click Mass Void Unpaid Line Items.
3. If you wish to cancel all outstanding charges, click All to select all line items and then click Void Selected Line Items. If you wish to only void certain line items, use the check boxes on the left-hand side to select the line items to be voided, and click Void Selected Line Items at the bottom of the list.
If an invoice has been marked as paid and needs to be voided, you will need to refund the payment applied to it before voiding.
Option 3 - Zero out an invoice amount
1. Go to the customer's profile.
2. Scroll down to the Billing History.
3. Click on the date of the line item for the invoice.
4. Enter 0.00 in the Before Tax Amount field.
5. Click Save.
*You can archive a zeroed-out invoice if you want to remove it from the billing history, but we do not recommend archiving voided line items.