What this does
Voids an invoice so it is marked as cancelled and no longer counts as outstanding. The system automatically creates a general ledger reversal to undo the original accounting entries, keeping your books accurate without any manual journal work.
When to use it
Use this when an invoice was created or sent in error and should never have existed. If the invoice was correct but the customer deserves a partial or full refund, create a credit note instead.
Step by step
- Go to Invoices in the Sales menu
- Find the invoice you want to void and click it to open the detail page
- Click Void Invoice
- You will be asked to confirm — review the invoice number and amount
- Click Confirm
- The invoice status changes to Voided and a GL reversal is posted automatically
- The invoice remains visible in your records for audit purposes but no longer affects your accounts receivable or reports