In Optix, you can void all types of invoices in your dashboard. Simply locate the invoice in question from the Invoices page or from a specific user, and click into it to make changes.
Once in the invoice, locate the three dot menu in the top right corner, and select it. From the drop down menu, select Void invoice.
If you'd like to void a 'Paid' invoice, remove any transaction or credit items under the Transaction history in the invoice first. To do this, click on the three-dot menu in the top right corner, and select it. From the drop down menu, select Remove payment/credit.
Note: Voiding the invoice with active bookings does not automatically cancel the booking or the associated credit. Suppose you void an invoice before cancelling a booking and you haven't charged them. In that case, you'll need to cancel the booking, and void its associated credit invoice or item line to prevent the credit from being applied to future charges.
Note: You are able to un-void an invoice once it's been voided. |
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