How to void an invoice in JobSheet

Before you start

Void is for invoices that should no longer count, typically draft or sent invoices that were never paid and do not need a formal credit note.

For sent or paid invoices that the customer received or paid, use Issue credit note instead so you keep a clear audit trail.

Steps

1. Open Invoices and select the invoice.
2. Choose Edit on the invoice detail screen (owner only).
3. Set Status to Void.
4. Save changes. Void invoices cannot be emailed and are excluded from active billing totals on linked quotes.

When to use a credit note instead

If the invoice was sent or paid and you need to reverse amounts for reporting or customer records, issue a credit note rather than voiding the original.

Related guides

• Issue a credit note
• Create an invoice after a job is done