Invoices - Removing Payments, Deleting and Voiding

In this article, we will review the different ways to remove payments from invoices, delete paid invoices and voiding an unpaid invoice.  

• Removing Payments from Invoices
• Deleting Paid Invoices
• Voiding Invoices

Removing Payments from Invoices

Invoice associated with a Deal

1. Navigate to the Edit Deal Page for the Deal > Payouts > Confirm Payments

2. Click "Revert Payment"

3. The Invoice status will now be updated to "Void" in the Invoice screen, the Payment Status will update to "Unpaid", and the line item in the Payments Received screen will update to a Canceled status

Invoice not associated with a Deal

Since a payment on an invoice also creates a line item in the Payments Made screen, you will need to take action in both the Invoice and the Payment made line item, follow the steps below to learn how!

1. Navigate to Sales (A/R) > Invoices

2. Find the Invoice that needs a payment removed

3. Click on the Invoice line item

4. Before removing the payment, hover your mouse over the Payment amount field, then right-click your mouse  

5. Select "Open link in new tab", we will go to this tab shortly

6. Hover your mouse where it says Payment in the bottom right-hand corner

7. Click on the that appears

8. A Remove Payment pop-up will appear > Select Ok

9. The amount will now be reflected as a credit to the contact that made the payment

10. If you would like to void the invoice, click on the Actions dropdown in the top-right and select Void

11. Next, go to the tab you opened for the Payment Received item

10. Click on Edit Payment in the top-right

11. Select Delete in the bottom-right and then click "Ok"

Deleting Invoices

Important:

• If there is a payment associated with an Invoice or a related journal has a matched or reconciled transaction, it will not be deleted.  You must first remove the payment (see above steps) or unmatch and unreconcile the transaction (reach out to support if you need assistance).
• Deleting Invoices permanently removes the invoice from the Invoices screen and you will not be able to undelete it. If you want to keep record of the invoice, then you may choose to void it instead.

1. Navigate to Sales (A/R) > Invoices

2. Check box on the left-hand side of the screen next to the invoice line item(s) that need to be deleted

3. Click Bulk Action on the top left and select Delete

4. A pop-up will appear with a warning, click "Ok"

5. A notification will appear in the bottom right-hand corner of the screen

6. Delete Successful message

7. Delete Unsuccessful message: You will need to follow the steps for Removing Payments from Invoices and then try again

Voiding Invoices

Voiding invoices is a great way to keep record of the history of an invoice without deleting it completely

Important: Invoices can only be voided if the Payment Status is Unpaid, if payments have been applied, you will first need to follow the steps above to remove the payment from the invoice

1. Navigate to Sales (A/R) > Invoices

2. Click on the invoice you would like to void

3. Select the Actions dropdown in the top-right of the screen

4. Select Void from the dropdown and then click ok

5. The Invoice Status will now be Voided

Updated September 25, 2024 22:45