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How To Void An Invoice After It Has Been Created or Sent

Jorge Sardinha avatar
Written by Jorge Sardinha
Updated over 2 months ago

In this article, you will learn how to void an invoice after it has been generated in case you need to add last-minute changes.

Visit this article if you need to learn how to Create an Invoice.


Voiding an Invoice from All Invoices

  • On the left-side menu, look for the reports icon and select 'All Invoices'.

  • On the new page, search for the invoice you want to void and click on the 'Actions' button.

  • From the drop-down menu, click 'Void Invoice'


Voiding an Invoice from the appointment

If you know which appointment is tied to the invoice you need to void, follow the instructions below:

  • Select the appointment that has the invoice you need to void.

  • Right below the 'Billing Section', you will see the invoice information.

  • Click on 'View Invoice' and a new pop-up window will appear.

  • In there click the 'Actions' button and then 'Void Invoice'


Additional Notes

  • An invoice can't be edited once generated, instead you need to void it and create a new one.

  • Once you click the 'Void Invoice', the invoice will disappear and it cannot be retrieved.


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