Introduction

This article will describe how to void items on invoices after checkout, as well as the effects of voiding. This feature allows users to adjust invoices for financial reporting purposes by removing items due to an error during checkout. Voiding items can be done directly from the invoice and all voided items can be viewed in the Voided Items Report.

Before You Begin

• Processing voids requires that the group permission for Can Process Voids be enabled for the user. This can be enabled from Left-hand Navigation: Reports and More Icon » Groups. This permission is disabled for all user groups by default.
  
  

Helpful Hints

• If the invoice had payment and an item is voided, the invoice will become overpaid. The system will prompt you to refund the payment to ensure the charges and payments on the invoice are net zero.
  
  

• Refunding and voiding are very similar for invoices where a customer has made a payment. If you wish to maintain a record of the item purchase and payment refund, it is recommended to refund the item instead of voiding it. You can learn more about refunds in our article Refunds and Returns. If the invoice has not been paid, a void would be applicable to help close out the invoice.
  
  Here are a few example use-cases where a void would apply:

  • The wrong dog is checked out and the customer didn't pay. In this case the invoice can be voided to remove it from showing to the customer or requiring payment.
    
    

  • A customer was checked out for the wrong package, such as a full day package when they should have received a half day package, and no payment was made. Voiding the invoice in this case will remove the incorrect package from the account seamlessly.
    
    

  • A package credit should have been applied at checkout but was missed, and you need to retroactively zero out the invoice and manually deduct a credit. The voids feature will allow you to close out the invoice without payment for the reservation, and then manually deduct one credit.
    
    

• Void reasons will be stored and displayed on the invoice in an audit trail (similar to checking out with “no payment”). Users can also access the Voided Items Report to review voided details to provide more context.

Topics

• Void an Item How-To
• Remove an Applied Package Credit or Coupon How-To
• Re-Create a Corrected Reservation after Voiding How-To
• Effects of Voids Reference
• Generate the Voided Items Report How-To