You are able to void invoice items from an upcoming, due or overdue finalized invoice as long as there haven't been any payments, refunds or credits made to the invoice.
In order to be able to void an invoice item where there has been a payment, refund, or credit made, you will first need to remove the payment, refund, or credit
In the Invoices page of the dashboard, you can select any invoice and void a line item you would no longer like to charge a user for.To void a invoice item, follow the steps below:
Navigate to the item on the invoice
Click the three-dot menu at the right hand side of the invoice item
Click Remove and void
When you click Remove and void, you'll see an Internal notes field. Adding a note here is optional by default, and it's saved to the invoice's transaction history.
Want internal notes to be required for your team? Turn this on under Settings → Features → Invoicing.
Note: For your records, we don't delete this item. We move this item to its own invoice with the status void. |
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