Voiding an invoice · Members help

Void an unpaid invoice from Dues & invoices when it should not be paid. Only an invoice with no payment recorded against it can be voided, and the reason goes to the audit log.

Voiding an invoice means it is no longer owed. You void invoices from Dues & invoices, not from the member record.

Before you start

You can only void an invoice with no payment recorded against it, such as an Open invoice. Void is not offered once any payment has been recorded, so a Partly paid invoice can't be voided. If someone tries anyway, they see "A payment has been recorded against this invoice, so it cannot be voided."
A paid invoice cannot be voided.
You need a reason of at least 5 characters.

Steps

Go to Dues & invoices.
Find the invoice. Use the Open or Overdue tab, or search by number, member or PO.
Click the … menu on the invoice's row, then Void.
Type a Reason.
Click Void invoice.

What happens next

You see a message that the invoice was voided. Its status becomes Void, and it appears under the Void tab.

A void invoice is no longer owed and no longer counts as billed. It stays on the record, on the member's Dues and payments too. The reason is recorded in the audit log.

The membership is recalculated straight away. If an overdue invoice was what kept the member out of good standing, they can be back in good standing once it is voided.

There is no way to undo a void. If you voided a renewal invoice by mistake, issue a new one from the member record with More, then Issue renewal invoice.