Voided Invoices: When, How To and Viewing

TABLE OF CONTENTS

• What Can I Change WITHOUT Voiding an Invoice?
• When Do I Void an Invoice?
• How Do I Void an Invoice?
• How Do I View Voided Invoice?

• Edit the service order and create a new invoice with the correct information.
• Cancel services and create a new invoice, instead of creating a Credit Note.
• Change the Invoice type if the due date was wrong and create a corrected invoice.
• Delete all services and remove the invoice.

What Can I Change WITHOUT Voiding an Invoice?

• Staff Assigned
• Time (as long as you don't have a Price Rule based on time of day)
• Date (as long as you don't have a Price Rule based on time of day)
• Staff Pay
• Staff Notes

When Do I Void an Invoice?

• Service item (i.e., Boarding, Walking)
• Quantity
• Unit charge rate
• If a cancellation affects the invoice amount and you don't want to create a credit note.
• Amount that should be charged has changed and you don't want to create a credit note.
• The invoice contains incorrect details due to an administrative error.
• You want to send all updates to a client, even ones that do not impact pricing.

Note: Voiding the invoice will NOT delete the services in the service order. It simply removes the invoice from the service order.

How Do I Void an Invoice?

Step 1

• Click the blue "Invoice No." to view the invoice details.

Step 2

• Click "Void" in the left-side menu.
• The "Void Invoice" warning states the action is irreversible. Voiding un-assigns payments and returns the service order to Quote (un-invoiced) status, which you can edit and re-invoice and reassign payment, if appropriate.
• Click "OK - Void This Invoice."

How Do I View Voided Invoice?

Step 1

• On the Orders & Invoices screen, click "Show voided invoices" below the order label box.

Note: If you don't see the "Show voided invoices" button, there are no voided invoices for the client.

Step 2

• The client's voided invoices are clearly marked and greyed-out.
• Click on the "Invoice No." for a voided invoice to see the details of the invoice.
• To hide the voided invoices again, click "Hide voided invoices."