I am not able to see the void option in an invoice

Modified on: Tue, 29 Sep, 2020 at 6:27 AM

This article covers 

How to remove the payments associated with an invoice?

Where is the Void option available in an invoice?


Summary


If you are looking to Void an invoice make sure

  • Your invoice is in the Payment due or Not paid state

  • There are no payments associated with the invoice


Note: 

1. The Void option is available only for the roles of Owner, Admin, Sales Manager, and Customer Support.
2. An invoice cannot be voided if it has partial payments associated with it.
3. If you have deleted the invoice etc
4. The transaction is “in progress” state due to which the invoice is in “payment due” status and cannot be voided.


Refer to this article for more insights.


To remove the payments associated with an invoice, and void the invoice,


  1. Go to Chargebee Dashboard > Invoices

  2. Select the invoice that you want to Void

  3. Scroll down to the Payments and Credits section

  4. Remove the Payments and Credits

Invoices > Remove Payments & Credits(Before)

Invoices > Remove Payments & Credits(After)

  1. You will now be able to see the Void option.

  2. Click Void this invoice

  3. Add comments and click Confirm


Related articles and Documentation

How to void a “write off” invoice?

What are the limitations of voiding and regenerating an invoice?


K
Kirthiga is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.