Void items 

Table of Contents

1. Overview 
2. Void vs. Delete 
3. Different situations to be aware of when Voiding
4. Syncing Void items

Overview 

• You will find the Voided tab under the Billing Queue
• When voiding Invoices OR Payments, you'll be prompted to add a Void Reason
• This helps maintain an audit trail and provides context for the voided transaction
• You can view the void reason by either hovering over the exclamation icon next to the voided item or by opening the voided invoice directly

• Clicking the 3 dots will give you options
  
  • View
  • Send 
  • Print
  • Sync to Quickbooks
  • Skip Quickbooks Sync 

Void vs. Delete 

• For Cash or Check payments, you can choose to Void OR Delete a payment
• Deleting the payment will remove it from the system, whereas Voiding will allow you to still view it under the Voided tab

Different situations to be aware of when Voiding

• • You cannot void a PAID Invoice, only invoices in OPEN/OVERDUE status 
  • Anything auto-voided by the system will not show a reason
  • Anything voided by a user will require a reason to be entered 
  • When invoices are merged, a new consolidated invoice is created and the original invoices are voided.
    

Syncing Void items

• • If an item is already synced and you void it, it will need to be synced again

Last updated 10/24