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Home > Job Centre & Invoicing > How to delete or void an invoice and/or payment
How to delete or void an invoice and/or payment
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PLEASE NOTE: If there is a credit attached, you will need to detach the credit from the invoice. Please follow this guide: How to detach and/or void a credit

 

Workshop Software invoices cannot be changed or added to once they have been processed.  If an error has been made on an invoice then the quickest and easiest way to fix that is to delete or void the original invoice and re-enter it correctly.  Once an invoice has been voided it will no longer exist in Workshop Software and there is no way to bring it back.

 

Before an invoice can be voided any associated payments made against the invoice will need to be voided first.

 

1. Open any payments made against the invoice, click on the red Void button in the bottom right hand corner of the payment;

 

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2. Confirm you want to void the payment by clicking on the green Yes button, once voided a green confirmation bar will drop down from the top of the page confirming the payment has been voided;

 

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3. Once the payment has been voided, open the invoice that you want to delete and scroll down to the bottom of the invoice;

 

Click on image to enlarge

 

4. Click on the red Void button at the bottom right hand corner of the invoice to delete it;

 

Click on image to enlarge

 

3. Click the green Yes to confirm that you wish to void/delete the invoice, a green confirmation bar will drop down from the top of the page to advise that the invoice has been voided.

 

Click on image to enlarge

 

 

 

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