Summary

Voiding removes items from an invoice after checkout, so you can fix a checkout error and keep your financial reports correct. This article explains when to void and when to refund.

What This Does

You can void items directly from the invoice. You can view all voided items in the Voided Items Report.

Before You Begin

You'll need:

• The Can Process Voids group permission. Gingr turns it off for all user groups by default. To turn it on, go to Left-hand Navigation: Reports and More Icon » Groups.

Void or Refund

If an invoice had a payment and you void an item, the invoice becomes overpaid. Gingr then asks you to refund the payment so the charges and payments net to zero.

Voiding and refunding are similar for paid invoices. To keep a record of both the item purchase and the refund, refund the item instead of voiding it. See Refunds and Returns.

If the invoice is unpaid, a void helps you close it out. Examples:

• You checked out the wrong dog and the customer did not pay. Void the invoice so the customer does not see it or owe payment.
• You checked a customer out for the wrong package, such as a full-day package instead of a half-day package, and no payment was made. Void the invoice to remove the wrong package from the account.
• You missed a package credit at checkout. Void the invoice to zero it out without payment, then deduct one credit by hand.

Void Reasons

Gingr stores void reasons and shows them in an audit trail on the invoice. This is like checking out with "no payment." You can also open the Voided Items Report for more detail.

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