Sometimes an invoice needs to be removed entirely — whether it was created by mistake, has incorrect services, or the booking was cancelled. Voiding an invoice in Time To Pet is a quick process, but it's important to understand what happens when you do.
Check out this video on How To Void An Invoice!
How To Void An Invoice
To void an invoice, follow these steps:
Navigate to the invoice you wish to void from the client's profile or the Invoicing section.
Open the Edit Invoice screen for that invoice.
Scroll to the bottom of the screen.
Click the "Void This Invoice" button. [screenshot]
CAUTION: Voiding an invoice will delete all of the events associated with that invoice, and this action is not reversible. If a payment was applied to the invoice before it is voided, the payment will become an Open Payment after it is voided.
What Happens After Voiding?
Once an invoice is voided, it will no longer appear as an active invoice on the client's account. Any services that were tied to the invoice will also be removed. If a payment has already been applied, it will be converted to an Open Payment, which can then be applied to a future invoice or refunded to the client.