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Void an invoice when it should stop affecting Financials but should remain available as a visible record. Restore it when the invoice was voided by mistake or becomes valid again. Use Deleting an Invoice instead when the record should disappear from working lists and does not need a reversible lifecycle state.
Policy invoices work differently. On a policy invoice, Actions offers Void & Rebalance… instead of Void. It opens the policy’s Policy Invoices drawer with the invoice marked to void: add any replacement there and select Save invoice changes. A policy’s active invoices must add up to its billing, unless none are left. When the change voids the last active invoice and the billing still owes an amount, saving asks you to confirm that the policy moves from Full Billing to Invoicing Off. A policy invoice with recorded payments can’t be voided until they are reverted, and a voided policy invoice can’t be restored or deleted — its page offers Edit Policy Invoices instead.

Void One Invoice

  1. Open the invoice from a Financials list.
  2. Confirm that this is the correct invoice and note any recorded payments.
  3. Select Actions → Void.
Approved, partially paid invoice INV-909052-153 with the Actions menu open to Void; the invoice shows a $2,600 total, $850 paid, $1,750 outstanding, and a recorded payment row.

Before voiding, confirm the partially paid invoice's $2,600 total, $850 paid, $1,750 outstanding balance, and recorded payment.

  1. In Void Invoice, review the effects: recorded payments are reverted, the balances are zeroed, and the invoice stops contributing to reports.
  2. Select Void Invoice. Select Keep Invoice to cancel.
Void Invoice confirmation for INV-909052-153 stating that all payments are reverted, balances are zeroed, the invoice no longer appears in listings and reports, and the voided record can be restored; Keep Invoice and Void Invoice buttons are available.

The confirmation explains that voiding reverts payments, zeros balances, removes the invoice from listings and reports, and preserves it for restoration.

The app returns to the invoice’s read-only voided view. Its original details remain available, but it cannot be edited or paid while voided. The example shown has no files attached. The company- and event-scoped invoice lists show it with a Void status.
A draft cannot be voided because it has not posted financial activity. Delete an unwanted draft from the listing instead.

Restore a Voided Invoice

  1. Locate the Void row in the company-wide or event invoice list and open it.
  2. Select Restore Invoice.
  3. In the confirmation, select Restore Invoice. Select Keep Voided to cancel.
Read-only voided invoice INV-909052-153 with a warning that the transaction is voided, a Restore Invoice button, preserved payee, event, invoice and due dates, memo, and $2,600 line item; the Attachments pane says No files attached.

The voided invoice is read-only; its warning, original payee, event, dates, memo, and line item remain visible while Restore Invoice is available.

The invoice returns to Owed with no payments. An invoice whose lines are all zero returns to No Charges instead. Its incurred figures reappear in listings and reports.
Restoring does not reinstate the payments that were removed during the void. If the money still needs to be represented, review and record the payments again after restoration.
Verify the restored invoice’s status, Balance Due, event, and report totals. For the append-only reversal behind void and restore, see Corrections Are Reversals. To void several invoices together, select them in the listing and use Actions → Mark As → Void. The confirmation identifies paid invoices whose payments will be reverted and skips drafts or invoices already voided.