A Void operation moves an Issued invoice back to Draft status. The draft can then be edited and re-issued or deleted. If you delete then we retain a copy of the invoice for audit trail purposes.

Permissions and Settings

Only issued invoices can be voided. It generates a reversing AR transaction for your accounting system.

The following users can void an invoice:

You have the cost center permission Void and Delete Invoices for the invoice cost center
You are PM for all projects on the invoice and the /wiki/spaces/docworkspace/pages/10322008 PMs can Void Invoices is enabled

The following users can delete an invoice:

You have the cost center permission Void and Delete Invoices for the invoice cost center
You are PM for all projects on the invoice and the /wiki/spaces/docworkspace/pages/10322008 PMs can Void Invoices is enabled

Deleted invoices remain in the system along with a rendered version of the invoice. This can be used for audit trail purposes. All billable items on a deleted invoice are freed up for inclusion on later invoices. All credit time and cost cards are deleted.

Void Invoice

From open invoice:

From invoice search:

Delete Invoice

From open invoice:

From invoice search:

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