Estimates and invoices
Payments and voids
Payment corrections and voids remain visible as separate events. Correct invoice content directly on the invoice.
01
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.
02
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.
03
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.