Voiding an Invoice

You can void an invoice to make it invalid. This retains the invoice record in the system with a status of "Voided" and creates a credit invoice record with a credit invoice line for each of the lines in the source invoice.

Note: If you are using the Accounting Connector, make sure you export and post the source invoice in Accounting before you credit it in SCM. Also, do not discard the Accounting sales invoice associated with the source SCM invoice, this will cause duplicate journal entries.

You can void an invoice as follows:

1. Go to the Invoices tab.
2. In the list view, click the invoice you want to void to go to its record page.
3. From the action buttons at the top of the invoice's record page, click Void Invoice. A new confirmation window opens.
4. Read the confirmation message and click Yes to void the invoice.

Note: You can only void an invoice when the credit status is "Not Credited" and the shipping status is "Shipping Completed".