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 paid invoices, or when the customer already received a bill you need to reverse for reporting, use Issue credit note instead so you keep a clear audit trail.

Steps

Draft invoice

1. Open Invoices and select the draft invoice.
2. Choose Edit on the invoice detail screen (owner only).
3. Set Status to Void.
4. Save changes.

Sent invoice (unpaid)

1. Open Invoices and select the sent invoice.

2. On the invoice detail screen, choose Void invoice (alongside Mark paid).
3. Confirm when prompted. 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 paid, or you need a formal reversal on a sent invoice the customer received, issue a credit note rather than voiding the original.

Related guides

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