Sometimes an invoice needs to be reversed instead of paid. Depending on the invoice’s status, you can cancel it, void it, or refund it. This article explains each option.
Cancel a draft invoice from a quote
A draft invoice created by converting an accepted quote cannot be deleted, but it can be cancelled.
- Open the Invoices list.
- Use the Cancel action on the draft invoice.
The invoice status changes to Cancelled. (For ordinary draft invoices not created from a quote, use Delete instead – see Edit an invoice.)
Void a sent or overdue invoice
- Open an invoice that is Sent or Overdue.
- Click Void.
- Enter a reason for voiding. This is required.
- Confirm.
The invoice is marked Voided and the associated accounting entries are reversed.
Refund a paid invoice
- Open a Paid invoice.
- Click Refund.
- Enter a refund reason (required).
- Optionally enter a refund amount for a partial refund. Leave it blank to refund the full amount paid.
- Confirm.
The invoice is marked Refunded and the refund is recorded against the most recent payment.
Warning: Each action is limited by status – cancel applies to draft-from-quote invoices, void applies to sent or overdue invoices, and refund applies only to paid invoices.
Related: Record a payment.