How do I void an invoice?

Last updated: December 23, 2024

Summary

This is article will demonstrate how to VOID any invoice in Tabs Platform. You will be able to VOID any invoice as long as it doesn't have a payment attached to it.

Step-by-Step Instructions

  1. Navigate to invoice details page for any invoice

  2. On top right click button for 'More'

  3. Select 'Void Invoice'

image.png

Things to know:

  • Roles/Permissions: Must be an 'Editor' or 'Admin' in Tabs

  • Dependencies: Accounting period in general ledger must be open

    • You will not be able to void an invoice if the accounting period for the invoice date is closed

  • NetSuite - Currently voiding an invoice in Tabs will not void the invoice in NS, you will have to void manually in both tools