Questions answered in this article:
How do I mark an invoice as void if it has been marked as paid?
How do I mark an invoice as void if it has been marked as submitted?
How do I mark an invoice as void if it’s in draft?
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Note
There is only one way to void an invoice. The void button would only show up on the invoice modal if the invoice has been marked as paid.
In instances where an invoice is marked draft or submitted, and one needs to void it, there are specific instructions to follow in order to make all the sessions accounted for. This is to ensure that all associated billing entries (sessions) are sent back to the Uninvoiced section.
Go to the Clients Tab under the My Office menu in the top left-hand corner. Then go to the Active client's page.
To search for an invoice to void, Choose a client on the active page.
Click the Finance tab from the Client chart modal.
Scroll down and check the Invoice history section.
Choose and select an invoice to void on the list.
Note: You may need to check the box for Show Paid Invoice in order to view paid invoices.
IMPORTANT: Before voiding any paid invoice, ensure that you refund the payment first. The refund will be issued to the original payment method used.
If the payment was made using TB Pay, it will be refunded to the original card. Please allow 5-10 business days for the refund to reflect in your account.
To void an invoice that has been marked paid, click the Void button located at the top of the invoice modal.
Note: The void button would only show up on paid invoices.
To void an invoice that has been marked as submitted, click the Revert to Draft button on the dropdown menu.
Note: Submitted invoice may also mean overdue or unpaid.
To void an invoice that has been marked as draft, click the Delete button on the More dropdown menu.
