Here are the steps to void an invoice:
- From an invoice, navigate to and then click on the three dots ( ••• ) in the top right corner that indicate more menu options.
- Select “Void Invoice,” enter a comment (required), and proceed.
- Sets its outstanding balance to $0
- Grays it out and displays a “void” icon
- Removes it from client payment options
- Automatically hides it from Invoice search (unless you choose to view voided invoices)
To view voided invoices, navigate to ‘Additonal Filters’ in the top right corner of your invoices page and select, “Include Voided Invoices.”
