Void an Invoice

Voiding an invoice permanently cancels an unpaid invoice so the customer won't be charged. You can only void invoices where no payment has been made.

Important: Voiding cannot be undone. Make sure you really need to void the invoice before proceeding.

When can you void an invoice?

You can only void an invoice when:

• The invoice status shows "Issued"

• The payment status shows "Unpaid", "Failed", or "Cancelled"

• No payments have been made on the invoice

• There are no pending payments waiting to process

If any payment has been made: You cannot void the invoice. You can only adjust the remaining unpaid balance.

How to void an invoice

1

Find and open the invoice

Navigate to the unpaid invoice you want to void and click to open the invoice details page.

2

Click "Adjust"

Look for the "Adjust" button on the invoice page and click it. This will open the adjustment dialog.

3

Enter the adjustment details

• Adjustment amount: Enter the full invoice amount (since no payments have been made, this equals the total invoice amount)

• Reason: Add a clear explanation (e.g., "Customer cancelled rental", "Billing error", "Voiding invoice")

4

Apply the adjustment

Click "Apply adjustment" to complete the voiding process. The invoice will be marked as void.

What if the invoice has been partially paid?

If any payment has been made on the invoice, you cannot void it. Instead, you can only:

• Adjust the remaining balance by entering the unpaid amount

• Example: $100 invoice with $60 paid → You can only adjust the remaining $40

What happens after voiding?

• The invoice is permanently marked as voided

• No payment attempts will be made

• The customer will not be charged

• The voided invoice remains in the system for record-keeping