Void an Invoice

Invoices can not be deleted after they have been set to a status of Awaiting Payment, but must be voided instead. Voiding maintains a record of the invoice that was created, but releases the attached appointments so the appointment can be invoiced again. Invoices with a status of 'Draft' can still be deleted.

  1. Open the Invoices function and select the invoice to void from the left side list.
  2. From list of buttons on the bottom right, click Change Status.

    3. The Invoice Status Update screen will appear.

  3. Tick Void and click OK. The Invoice Void/Delete reason screen will appear.

  4. Enter a reason. Click OK. The invoice will show as 'Voided'.

  5. If the Invoice can no longer be seen on the screen, turn on Show Deleted/Voided on the toolbar.