Voiding Transactions

When using GP-Billing a transactions such as an invoice might be raised in error. If this happens it is possible to void the transaction, however, depending on whether or not there are other transactions like payments or credit notes associated with it there may be multiple steps.

What to do if the Transaction is Associated with Other Transactions

When voiding it is important to void in the reverse order of how they were raised. For example, an invoice that has been paid should be voided starting with the payment, then the invoice. GP-Billing will prevent transactions being voided in the wrong order and show an error message containing any associated transactions in a grid.

How to Void Transactions

To void a transaction, go to the account where it was raised and find the transaction, and click on the blue "Actions" menu. Then click on "Void" to open the Void Transactions dialog. The location of these buttons has been outlined in the image below.

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