Please Note
To void an invoice, it is essential to first void the check that is associated with the invoice.
- Go to Client-Profile-Select the Client
- Locate the Invoices section and click on the invoice
- The Invoice page will open
- Locate the Remit section, click on the invoice
- The Trust Account Entry page will appear
- Click on Void
- A Void Confirmation Pop-Up box will appear, asking you to confirm the voiding of the entry. Click "Yes" to proceed
Image Displays Click on Void Step in the Trust Account Entry Page
See Back Out Invoice for next steps.