Reference: N/A
Overview: You may need to void invoices in situations such as:
A shipment is billed twice
The wrong customer is billed for a shipment
When you void an invoice, the full invoice amount is removed from revenue and subtracted from the customer's A/R balance.
You cannot void invoices that have payments or adjustments applied against them.
Steps:
- From the Receipts/Credits/Voids/Adjustments screen, highlight the invoice you want to void and press or click the Void button.
- If the invoice is not grouped, the Invoice Void fields are displayed.
- If the invoice is grouped, the prompt ``Void Group or Invoice'' is displayed.
- If you select Group, that will remove all invoices from the group; it will not void the invoices in the group. You will then be able to select an individual invoice to void.
- In the Date of Void field, change the date if necessary.
- In the Reason for Void field, type a short description.
- The description can be up to 15 characters long, such as Duplicate Bill.
- Click Save to save the void information.
The invoice and customer A/R balances are updated. The list of invoices is displayed, and V is displayed in the St column for the voided invoice.
Bob Hogan
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