Void Invoice

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We are happy to announce support for voiding invoices in our service.  Till date the only way to exclude an invoice from reports is by deleting it, now instead of deleting the invoice you can just mark it as void, voided invoices will be automatically excluded from all the reports.  You can keep such voided invoice for your future reference.

Deleting Vs Voiding

When you delete an invoice, the record will be erased out of the system and you may not have it for your future reference.  Also your invoicing sequence will get disturbed.

On the other hand when you mark the invoice as void, it will *NOT BE* removed from the system but will be automatically excluded from all reports.  Also the invoicing sequence will not be disturbed.

Need for void invoice

There are several occasions when you would like to void an invoice, probably due to the following reasons-

  • Let’s say your customer had placed an order and you had raised an invoice for it.  Later for some reason he/she decides to cancel the order and haven’t yet paid for it.  Now you have to remove the invoice, instead of deleting the invoice you can mark it as void and keep it for your future reference.
  • Voiding will be of immense help during audits as in this case records are not removed and can be readily referred to.
  • Voiding can also come handy in cases where you have to make lot of changes in the invoice.  Instead of making changes on the invoice, you can mark it as void and proceed to create a new invoice.  Here you can very well maintain a reference between your old and new invoices.
  • When you want to keep track of all invoices that you have issued, maintain a sequence and don’t want the sequence to be disturbed by deleting an invoice in-between.
  • Voiding and maintaining the void invoices will help you track down customers who make too many cancels.

Void invoice

How to void an invoice :

1. Login to Zoho Invoice.
2. Click on “Invoices” tab.
3. Click on the specific “Invoice #” to drill down to the invoice details page.
4. Click on “Void”.

How to view void invoices :

1. Login to Zoho Invoice.
2. Click on “Invoices” tab.
3. Click on “Void Invoices” under “Invoices” on the left side panel.

List view of void invoice

Note: You will not be able to edit or add payments to a voided invoice.  However if you wish you can bring it back to life by clicking on “Convert to Draft” link in its details page, after which it will follow the usual “Invoice life cycle“.

Hope you find this feature useful and it comes handy whenever you need to void an invoice.  Please try this feature and share your comments with us.

Happy Invoicing!!!