Follow this procedure for voiding an invoice, after firstly navigating to the correct client record where the service order and invoice were created.

 

How do I Void an Invoice?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices > click on the invoice

STEP 1​​​

  • Click on the invoice to view the invoice details.

STEP 2

  • Click "Void" in the left-side menu.

  • Read the "Void Invoice" warning message. This tells you that the action is irreversible. It will un-assign any payments and return the service order to Quote (un-invoiced) status which you can then edit and invoice as normal.

  • Click "OK - Void This Invoice".

  • Note - Voiding the invoice will NOT delete the services in the service order. It simply removes the invoice from the service order.

STEP 3

  • On the Orders & Invoices screen, click "Show voided invoices" below the order label box. 

  • The client's voided invoices are clearly marked and greyed-out.

  • Click on the "Invoice No." for a voided invoice to see the details of the invoice. 

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Orders & Invoices".

STEP 3

  • From the Orders & Invoices screen, tap the Invoice No. for the invoice you want to void.

  • Tap the Navigator, then tap "Void".

STEP 4

  • Read the "Void Invoice" warning message. This tells you that the action is irreversible. It will un-assign any payments and return the service order to Quote (un-invoiced) status which you can then edit and invoice as normal.

  • Tap "OK - Void This Invoice". 

  • Note - Voiding the invoice will NOT delete the services in the service order. It simply removes the invoice from the service order.

  • To learn more about viewing your voided invoices, see Viewing a Voided Invoice.

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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CONTACT US



sales@petsitterplus.com

 

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USA & Canada      888-629-0871

 

Calling from

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Outside the UK      +44 845 834 0254

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