How to Amend or Void an Invoice

This guide explains how to make changes to an invoice, even after it's been approved or paid, without needing to create a new one. It also covers how to completely cancel an invoice if necessary.

Step-by-Step Guide

How to Amend an Approved Invoice

1. Select the Invoice to Amend

Find the invoice you wish to change. Go to the Invoices screen and select the invoice you want to edit.

2. Mark as Unpaid

Change the invoice status to allow editing. At the bottom of the invoice screen, click the Mark as Unpaid button. You will return to the main invoices screen, and the invoice status will change to Awaiting Payment.

3. Edit the Invoice

Make the necessary changes to the invoice. Select the invoice again. You will now see the Edit and Void buttons. Click Edit to make your amendments. Once your changes are complete, Save the invoice and continue with the normal invoice process.

How to Void an Invoice

1. Mark as Unpaid

Allow the invoice to be voided. Select the invoice and click Mark as Unpaid. The status will change to Awaiting Payment.

2. Void the Invoice

Cancel the invoice completely. Click back into the invoice and select Void. Confirm the action when prompted, and the invoice will be marked as Voided.

FAQs

Can I amend an invoice after it has been paid?

Yes, mark the invoice as unpaid first, then edit it.

Do I need to create a new invoice if I want to make changes?

No, you can amend the existing invoice without voiding or creating a new one.

What happens if I void an invoice?

The invoice status will change to Voided, and it cannot be used again for payment or other actions.

Can I unmark an invoice as paid after approval?

Yes, you can mark it as unpaid to make changes or choose to void it if necessary.

How do I know if an invoice has been voided?

The invoice status will be displayed as Voided on the invoice screen.