Voiding an invoice and issuing it again

Void is for an issued invoice whose claim should no longer stand. It withdraws that invoice from revenue and receivables, reopens the order, and leaves the document and its payment history where they were. The audit trail keeps who did it, when, and the reason they gave.

If the corrected work still needs billing, reissue is the second, separate act. It freezes the order’s current approved work into a new invoice with a new number and links it to the void one. It never edits or replaces the file a customer may already hold.

Void the old invoice

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   Step 1: Open the invoice panel

   On the order, open the invoice panel. Somebody with the refunds key sees Void this invoice… after all recorded invoice and tip money has been returned.

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   Step 2: Write what was wrong

   In Plain-language reason for voiding the invoice, write a specific explanation another person can understand later. The field is required and holds up to 500 characters; a blank reason is refused.

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   Step 3: Press Void invoice

   The old number becomes VOID. Its issued document and ledger stay in history, and any deposit that had been applied becomes available to the order again rather than disappearing.

What void and reissue refuse

Correct the order, then reissue

1. 1

   Step 1: Make the correction

   After the void, edit the reopened order. The replacement reads the current approved jobs, prices and customer facts; it does not copy a hidden version of the old invoice.

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   Step 2: Review the void card

   The invoice panel shows the old number, VOID, its reason and the time it was voided. Read that reason before making the replacement so the new document answers the problem the first one had.

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   Step 3: Press Reissue invoice

   The primary action Reissue invoice creates one linked invoice with a new number and captures a new PDF. Review that new invoice before sending it; nothing is sent to the customer by the void or reissue itself.

For the append-only correction that makes void possible, read One payment across many invoices. To see both documents later, stay on the order and use its invoice history; Reports reads the void as a withdrawn claim and the replacement as the new one.