Summary

If an open invoice shows that a customer owes you for services or line items, and you do not need to collect money, you have two options.

• If the charges were not valid, such as when the reservation did not happen or the invoice was created in error, or you should not have them in your financial reports, process a void.
• If the charges were valid, such as when you did the service or sold the item, apply a payment. The Admin Credit Comped payment method is for this. It shows the charges are correct but you are not collecting a true form of payment.

Steps

If the Charges Were Not Valid: Process a Void

1. Go to the invoice and select the Select check box next to the service.
2. Select the red Void button at the top right of the invoice.
3. Review the pop-up so you understand what voiding does.
4. Enter a reason for the void.
5. Select Void Item(s).
6. If a payment was made, enter the refund method and refund amount in the second pop-up.
7. Select Refund (1) Payment(s) to finish the refund.

If the Charges Were Valid: Apply an Admin Credit Comped Payment

1. Go to the invoice and select the green Apply Payment button at the top right. The cart opens.
2. Review the charges.
3. Select Check Out with Payment.
4. In the payment pop-up, choose Admin - Credit Comped. You can also create more payment methods for these cases. Go to Left-hand Navigation: Admin » Payment Methods and select Add.
5. Finish the checkout.

The invoice closes to show nothing is due.

Related Articles

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• Customer Hasn't Paid & Owes How-To
• Customer Underpaid, Does Not Owe Remainder How-To