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:
-
Navigate to the Order Record.
-
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:
-
Open the Order Record. If the order has an installments schedule it will appear in the Installments Plan table.
-
To void some or all of the installments in the schedule, click the Void Schedule(s) button. The Void Order Schedules window will appear.
Once the installments have been voided, a void date will appear next to those installments on the order.