Voiding a document

Tax law prohibits deleting issued documents. Voiding is the compliant way to cancel an invoice, receipt, or credit note — it marks the document as cancelled and preserves the audit trail.

How to void a document

The steps are the same for invoices, receipts, and credit notes:

1. Open the document you want to void.
2. Select Void document from the document menu.
3. Review the Credit note amount field. It defaults to the full outstanding amount (tax included). Enter a lower amount if you only want to issue a partial credit note.
4. Enter a reason in the Reason for voiding field.
5. Click Void.

What happens after voiding

• Invoices and receipts — a credit note is automatically created for the amount you entered, cancelling the document. If you used the default amount, the credit note covers the full outstanding balance. If you entered a lower amount, the credit note covers only that portion.
• Credit notes — the credit note is cancelled and excluded from all reports. You can return to the original invoice and make further corrections as needed.