Voiding Orders

Orders which are "open"—that is, which have not yet been invoiced—can be voided. If an order is voided, its amount is subtracted from the customer's balance due and it is not reflected on the general ledger.

Note: For more on the differences between orders and invoices, see Differences Between Orders & Invoices.

Tip: If the order has been invoiced it can no longer be voided. The associated invoice must be canceled.

To void an order:

  1. Navigate to the Order Record.

  2. Scroll to the bottom of the page and click the Void button.

    You can choose between voiding the entire order or simply voiding certain line items within the order. If the order has already been invoiced, the Void button will not appear.

Voiding Order Schedules

If an order has scheduled installments associated with it, staff can void some or all of those installments if necessary.

To void an order schedule:

  1. Open the Order Record. If the order has an installments schedule it will appear in the Installments Plan table.

An example Order Record showing the scheduled installments associated with that order.

  1. To void some or all of the installments in the schedule, click the Void Schedule(s) button. The Void Order Schedules window will appear.

    1. Select the scheduled installment(s) to void by clicking the check-box next to the installment(s) . Note that if an installment has already been paid, the check-box will not be selectable.

    2. Click the Void Selected Order Schedules button.

Once the installments have been voided, a void date will appear next to those installments on the order.

An Order Record highlighting two voided installments in the installment schedule.

Voiding Open Orders en Masse

See Running the Mass Void Open Orders Process.