How to Void an Invoice

How to void an invoice

There may be times your need to void an invoice, you have the option when the invoice is in drafts to make changes

How to void an invoice

There may be times when you need to void an invoice, you have the option when the invoice is in drafts to make changes, this is especially good in keeping your records accurate, you can apply a rebate, or discount which could wipe out the cost of the invoice, but at least that way you still have the invoice and what it was for.  You must ensure that any actions you take in Enrolmy you must sync with Xero afterwards if this is your accounting software, and likewise changes in Xero, then must be synced with Enrolmy so your records match.

 

Voiding an Invoice

Navigate to the Money Tab

Voiding an invoice (Money Tab)

Select your invoice by clicking the invoice number so that it brings up the invoice.

Void invoice

Select the + symbol, and void invoice.

You will then be asked to enter a reason for voiding, enter this then save

Reason for Voiding

If you now navigate to your Money tab again,

Select the + tab, and void, you will see the invoice appear in the list of voided invoices.

List of voided invoices

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