Voiding an Invoice
Heads Up!
We are adding a new feature to the Invoice Module . This new feature will allow
agencies to Void an Invoice.
This new feature will be released on February 19, 2024.
Purpose
- The purpose of this Knowledge Base Article is to demonstrate the process of voiding an Invoice.
Related Article
Video
Instructions
1. Click on Admin.
2. Click on Roles.
3. Select edit for the role to verify/enable the Invoice - Void permission.
4. Select the + to open the Fire Prevention Bucket.
5. Type "void" end enable the "Invoice - Void" permission, then select Save.
- If any role(s) had the Invoice - Delete permission, the Invoice - Void permission was migrated to the role and no action will be needed.
6. Click on Invoicing.
7. Click on Invoice List.
8. To Void an Invoice it has to be Locked.
- A locked invoice has been marked as "Emailed," "Mailed," or Reopened.
9. Option 1: Select Void in the Actions Column.
10. Enter a Void Reason (#1) and then Select Void (#2).
12. Option #2: Select Edit for the Invoice.
13. Click on Void.
14. Enter a Void Reason, then select Void.
15. The Voided Invoice will be marked in red text with the date, user that voided the invoice and the reason it was voided.
- Additionally, red text "VOID" will be placed across the invoice.
16. After an Invoice is Voided, the Status will be "Void" and the row will display red text.
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