Payments and voids
Payment corrections and voids remain visible as separate events. Correct invoice content directly on the invoice.
1
Record and correct a payment
Enter amount, payment date and optional note. Multiple partial payments are supported; a zero balance makes the invoice paid.
- A payment cannot exceed the current outstanding balance.
- An offsetting entry corrects a payment with its own date and reason in the same history.
2
Correct an invoice error
Open the invoice and choose Edit when its content is inaccurate. You do not need a separate correction document.
- You can correct the subject, dates, line items, taxes, and notes directly.
- The client view and newly generated PDFs then show the corrected invoice.
3
Void an invoice
A voidable invoice can be made invalid with date and reason. It stays visible but no longer counts as a receivable.
- Paid invoices need to be resolved according to the underlying business case first.
- Number, line items and original amounts remain available for traceability.