Search for the invoices you have created to void invoices

Customers > Accounts Receivable > Search Invoices

Search criteria includes: Company Name, Product, Business Unit, Invoice Date and Due Date, Invoice Number, etc.

• Note: If payments are made towards the invoice, you must first void the payments before being allowed to void the invoice
• Voiding an invoice is a 2-step process. First you must unlock the invoice, then you will be able to void the invoice.

A list of the invoices matching the search criteria is displayed.  The search will default to only open invoices, unless otherwise changed on the search page or on the results page.

To void an Invoice

• Select the desired invoice(s) using the check box to the left of the invoice number

• Click Unlock from the Actions Panel.

Note:  Seen below, “Unlock All Items in Search Results” will unlock ALL on ALL pages and will ignore what was intentionally elected.  Be mindful.

• ‍Reselect the invoices that you would like to void, and click on the void option

• Then confirm the void

NOTE: Should you need to recreate the voided invoice, You can use the create invoice page to find the orders again to recreate the invoice. The single invoice numbers will remain the same based on the order number, however, consolidated invoice numbers will be recreated into a new number.