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What does it mean to void an invoice?

If you want to cancel an invoice, you can void it. Voiding an invoice cancels the invoice without deleting it, thereby preserving historical information for any future audits. If you are using accrual accounting a void will reverse the journal entries made when the invoice was generated.

You can only void an invoice if the invoice date is outside the Deletion Days you have configured in your General Finance Settings and if the invoice has not been paid. 

1. Click Setup in the left-hand navigation panel
2. Click Mass Void Invoices in the Data Tools section. A list of invoices eligible for void will be displayed. 
3. On the Mass Void invoices screeh filter to othe desired invoices:The list can be filtered to:
   • Invoice date range: Enter a date range to create a list of invoice in a particular date range
   • Fee Item type(s): This option will generate a list of invoices that contain the selected fee item(s)
   • Membership type(s): Select this option if you wish to void invoices related to contacts with a certain membership type
   • Membership status: Select this option if you wish to void invoices based on contact membership type

     

4. Click Run Report. The report is generated based on the filter criteria you have entered.
5. Click Review Voids. On the Mass Void Invoices screen verify that the number of invoices expected to be voided is displayed.

   

6. Click Void. 
7. Review the Warining dialog. Click Yes to continue or No to cancel the mass void.