Void an Item (How-To)

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Void an Item

In cases where an item or items on an invoice need to be voided, follow these steps:

Navigate to the Owner Details page » Invoices tab and locate the invoice that needs to be voided. Click the blue Info icon to view the invoice.
Select the item(s) you would like to void by selecting the checkbox to the left of that item. Once you have selected the item, a Refund Item(s) and Void Item(s) button will appear on the top right of the invoice. Once all items have been selected, click the Void Items button to proceed.

Notice: The Group Permission "Can Process Voids" is required to perform this action.
From the Void details window, enter a reason for the void and select Void Item(s):
If payment has been made on the invoice, the system will prompt you to refund the payment. You can indicate which payment methods to place the refund to and the refund amount. Click the Refund Payments button to complete the refund. This can also be done later from the invoice Payments section if needed.

 Important: If payment was taken on the invoice and is not refunded after all items are voided, the invoice's status will show as "Open". If you do not wish to refund the original payment, a different payment method can be chosen such as Admin - Credit Comped.
If all items on the invoice have been voided, the invoice status will display as Voided and will show all items on the invoice have been voided. Items will show the void reason provided in light grey text at the bottom of the Charges section. Any fully voided invoice will not show on the Customer Portal.
If only some items on the invoice have been voided, they will display in light grey text at the bottom of the Charges section. The invoice will either show as Open or Closed depending on how the payment was handled. Partially voided invoices are still visible in the Customer Portal.