What are the limitations of voiding and regenerating an invoice?

Modified on: Fri, 5 May, 2023 at 1:22 PM

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I cannot void my customer’s invoice

I cannot see the “Regenerate invoice” option after voiding an invoice.


Limitations:

You cannot void an invoice,

  • If you have credits or payments associated with an invoice 

    • Remove the payment from the invoice

      Note: Total Excess Payments for a specific customer
      The Removed payments will be added to excess payments. We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Excess Payments on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details. 


  • The invoice moves to the payment due status creating a corresponding credit note for the invoice to be voided

  • When an invoice is “Deleted”

  • The transaction state is “in progress” due to which the invoice is in “payment due” status and cannot be voided. 

    • Check whether webhook events and payment method are enabled

    • Contact your gateway regarding the in-progress state.


Note: Voiding an invoice is an irreversible action.


You cannot regenerate,

  • If the invoice is not in the current term

  • A one-time invoice 

    • Regeneration applies to only recurring invoices

    • Create another invoice with the “Add Charge” option

  • An invoice with pro-rated unbilled charges 

    • For example, if an invoice that was canceled due to “no card” present and reactivated then, the charges get applied to the Unbilled section (near the action panel to the right). Subscription change triggers a pro-rated charge which adds to the unbilled charge.

  • An invoice created with the credits applied


Related articles and Documentation

How do I void and regenerate an invoice?

Is it possible to regenerate a prorated invoice?

What is the difference between deleting and voiding an invoice?

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