About voiding service invoices

Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

If you discover a work order or invoice was entered incorrectly, determine the best method to correct the error. For example, if the error is in the header information, you can edit the information contained in any of the text boxes, except in the Client Number or Tax District text boxes text box.

When the invoice contains an incorrect client number, tax district, ledger account, or amount, you can void the invoice and then re-enter it with the correct information. By voiding and re-entering the invoice, you create a clear audit trail.

There are also circumstances when you cannot void the original record. For example, you cannot void a credit invoice that has been applied in full. Because you cannot void these types of transactions, it is necessary to enter an adjusting invoice.

Before voiding an invoice, reverse all the payments posted to it. You can then enter the invoice correctly and reapply the payments.