VOID AN INVOICE THAT HAS A PAYMENT PF8

Void an invoice that has a payment against it. Will apply money to Customer Prepayments.

This technique should NOT be used if you are going to refund the customer’s payment.

Invoices can only be voided if the Balance Due equals the Invoice Total, that is, no payments have been applied to the invoice, or payments have been reversed.

1)

Move the payment to the Customer Prepayment account:
Find Your Customer / Invoice
MenusSQL > Invoices > Commands > …Adjust Receivables.
Click Load All.
Enter a Credit Amount that will bring the balance due back up to total amount of the invoice. This will be a negative number.
Enter Account 2600, Customer Prepayments
Apply the minus amount to the invoice to be voided.

Click OK and confirm that the Balance Due on the invoice now equals the Total Amount on the invoice.

2)

The invoice can now be voided, as it is showing no payments.
Commands > Void/Delete Invoice (You will be prompted to reinstate the order)

Click Yes if you want to proceed.

Next message will ask if you want to Reinstate the order.

Click Yes or No. For this will lesson we will click yes.

Enter Transaction Post date and Click OK (The date you want this to happen).

The Order has been Re-instated. Click Yes.

The funds previously received are now in the customer prepayment file and can be applied to a different or future invoice.

Click on the Trx Inspector button on the invoice to see the transaction for that invoice.

This technique should NOT be used if you are going to refund the customer’s payment.

Inserted 2/23/2026-HS