How do I void and regenerate an invoice?

Modified on: Fri, 10 Jul, 2020 at 3:30 AM

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I want to cancel the invoice and regenerate it. How to do it?


Summary


You can void and regenerate an invoice if it is generated incorrectly or if you have missed including the customer’s billing, tax or PO number information, etc. 


Note: We recommend voiding an invoice against deleting it as you will retain the invoice number sequence for auditing purposes whereas deleting will disrupt the sequence. Also, see the difference between deleting and voiding an invoice.


Steps to void and regenerate an invoice


  1. Go to Dashboard > Invoices > Select the invoice that is in Payment Due. Alternatively, you could access the invoice from the Subscription details page > Invoices

    1. To void an invoice that is in Paid status remove the payments linked to the invoice.

    2. The payment amount initiated will go Customer Excess Payment and will be applied to the new invoice you generate 

  2. Click  “...” from the top right corner of the invoice and select “Void this invoice”.



  3. Add comment(optional) and click Confirm.



  4. A status message that reads “This invoice has been successfully voided” is generated.

  5. You can go back to the Subscriptions details page, click the Subscription ID to the top of the invoice

  6. Make the necessary changes to the subscription ie. adding billing information or configuring taxes etc. 

  7. Click Regenerate Invoice as specified below.



  8. Choose the option Full term or Custom Period
      Full-term -
    To regenerate the invoice for the full term
      Custom period - To regenerate the invoice for a specific time in days(pro-rated)

  9. Click Generate. Now, the old invoice gets voided and the new invoice is generated on top of it.


Here is a video on how to do this.


Note: Only current term invoices will have the option for regeneration from the UI. 


Related articles and Documentation

Is it possible to regenerate a prorated invoice? 

What is the difference between deleting and voiding an invoice?

What are the limitations of voiding and regenerating an invoice?

K
Kirthiga is the author of this solution article.

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