Void, void & duplicate, or delete an invoice

Why use it

Sometimes an invoice should not be paid: the scope changed, the amount was wrong, or it went to the wrong client. Voiding stops payment and keeps an honest record of what was issued. Void & Duplicate does that and hands you an editable copy, so fixing a sent invoice takes one step.

When to use it

• A sent invoice has a mistake. Choose Void & Duplicate, fix the new draft, and send it.
• The invoice is no longer owed. Choose Void.
• A draft was a false start. Choose Delete.

For money already paid, use Refunds and corrections instead.

Before you start

• Only the owner and admins can void or delete invoices.
• Reverse any recorded payments and applied credits first. See Edit, correct, reverse or void a payment and Reverse a credit application.
• Open the invoice from Invoices.

Steps

1. 1

Try it: guided demo

1. 1Void

1. Open the invoice, here LS-016-INV002, and check it has no recorded payments or applied credit.
2. In Actions, choose Void to cancel a sent invoice. It stays on record, marked Void.
3. Or choose Void & Duplicate to cancel it and start a new draft with the same details.
4. Read the confirmation, then choose Void invoice. Voiding can't be undone.
5. A draft you no longer need can be removed instead. Open it, here LS-016-INV004, choose Delete, then confirm with Delete invoice.

Which action you see

What happens next

• Void: the status changes to Void and your client can no longer pay it. You see Invoice voided.
• Void & Duplicate: the invoice is voided and a new draft with the same details is created. Choose View draft in the confirmation to open it.
• Delete: the draft is removed. You see Invoice deleted.

Limits

Troubleshooting

• Reverse recorded payments and applied credits before voiding this invoice. Money is still attached. Reverse the payment or credit, then try again.
• This invoice has no line items to duplicate. Use Void instead and create a new invoice.