You are able to alter a pending invoice by removing and voiding a item on a pending invoice. First, you'll need to get access to the pending invoice in question:

  1. Select Users from the left-hand menu (then Teams if you are looking for a team)

  2. Locate and click on the user or team

  3. Scroll down and select the 'Invoices' section on the right side panel

  4. When viewing this page, clear the filters at the top in order to locate pending invoices

  5. Click View on the invoice that you'd like to edit

Note: You can also locate any invoices from the Invoices page in the dashboard.

To remove and void the line item:

  1. Within the invoice, locate the line item you wish to remove and void

  2. Hover over the three dot menu to the right of the line item, and select it

  3. From the drop down menu, select Remove and void

Note: When removing and voiding an invoice item, the system will still consider this line 'invoiced' and could create refunds if something changes. For example, if you 'remove and void' a booking charge, then cancel the booking, a refund for that booking will be created.


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