Voiding Ar Invoice Payments

Task/Problem Overview

This document will cover how to void a customer payment on an AR Invoice to re-instate that invoice on their account. Will also cover how to write off said invoice if it’s no longer being paid for.

Voiding the Payment

• Since the customer payment on the invoice has already been posted we must first pull up their account and go to their Payment History Tab. Hit the search button once on that tab.

  

• Now it will show you a listing of their recent payments done. Find the specific payment you’re looking to void and right click on it to see the “void” option.

  

• It will then confirm with you that you’re wanting to void the payment. Hit YES if you’re ready to confirm.

  

• Now that you’ve voided the payment you can see the invoice is re-instated and has an open balance again. Another payment can be done within the receive money screen for that invoice.

Write off an un-paid Invoice

• In the event the customer is no longer going to be paying this invoice due to a dispute, you can go and write off the invoice from their account since they will no longer be paying it.

• Go into receive money and pull up their account. From here make your payment method “Under Payment Write Off” and select the invoice you want to write off.

  

• After checking off the invoices you’re looking to write off you can then hit the POST button for confirmation.

  

• Choose the write off option and then change the ledger account you want to write it off to if necessary.