📝 Overview
For invoices that have had no payments or if it has been refunded already, a "void invoice" option is available. This will automatically reverse all the items in the invoice.
🔑 Requirements for Voiding
Click the arrow to learn what conditions must be met to void an invoice
Click the arrow to learn what conditions must be met to void an invoice
Requirements
You must have the Refunds and Reversals user permission.
The total invoiced amount must equal the amount due, which typically means:
No payments have ever been applied, or
A payment was applied but has since been fully refunded.
Invoices created from bookings or those with scholarships applied cannot be voided because their line items cannot be automatically reversed.
🛠️ How Voiding Works
Click the arrow to learn what happens when you void an invoice
Click the arrow to learn what happens when you void an invoice
What Happens When Voiding
The Void Invoice button appears only when the invoice qualifies.
Once selected:
All line items on the invoice are automatically reversed.
If the invoice includes enrollment items, the customer is also unenrolled from those events (classes, camps, drop-ins, etc.).
📍 When Voiding Is Not Available
Click the arrow to learn what to do when the invoice cannot be voided
Click the arrow to learn what to do when the invoice cannot be voided
Alternative Options
If an invoice cannot be voided because it is tied to a booking or includes scholarships, you may need to:
Reverse or refund payments manually.
Adjust or update the booking or event instead of the invoice.
Recreate the invoice once the underlying issue is resolved.