How to void or cancel an invoice?
To void an invoice, it depends on whether it has been sent to Xero or not.
Invoice has not been sent to Xero:
- Go to Sales menu > Invoices & credits
- Search for the invoice
- Click on the invoice number to open to view
- Click "Actions"
- Click "Redo invoice"
- After it brings up a new sales order (created with the same order number)
- To void the invoice, simply cancel this order
- By doing this, the system automatically creates a credit note to reverse the invoice, and marks the invoice as voided
- Or, to edit the invoice, make changes on the new order, when ready, click "Ship out & invoice" as per normal
Invoice has been sent to Xero:
- Go to Sales menu > Invoices & credits
- Search for the invoice
- Click on the invoice number to open to view
- Click "Actions"
- Click "Credit & re-invoice"
- By doing this
- The system automatically creates a new credit note to be sent to Xero, and it can be used to offset the original invoice
- A new sales order will be created
- To void the invoice, simply cancel this order
- Or, to redo and edit the invoice, make changes on the new order, when ready, click "Ship out & invoice" as per normal
- A new invoice will be created and sent to Xero
