Submit an invoice
Open the invoice.
Select Submit.
Confirm the action when prompted.
Record a payment
Open the invoice.
Select Payment.
In the Date field, choose the payment date.
In the Payment Method field, choose the payment method.
Add a note, if needed.
Select Add Payment.
Remove a payment
If an invoice is closed and you need to remove a payment, use the Payments tab.
Open the invoice.
Select the Payments tab.
Select the dropdown icon next to the payment.
Select Delete.
Confirm the deletion.
Void an invoice
To void an invoice, first remove any payments associated with it.
Remove each payment from the Payments tab.
Select Void.
Confirm the void action.
ℹ️ Important: Voiding an invoice may affect payments, item status, and reporting. Only void an invoice when you are sure it should no longer be used.
Delete an invoice
If deletion is available, use it only when the invoice was created by mistake and should not be kept.
Open the invoice.
Select Delete.
Confirm the deletion.
ℹ️ Important: If your team needs an audit trail, voiding may be preferred over deleting. Confirm your company process before deleting invoices.