Last Updated: February 25 2025
How to Void an Invoice
Overview
You can void the full amount of an invoice if, for example, the invoice has been raised incorrectly.
You can also use credit notes to partially or fully credit an invoice, for example, to give a customer a discount. Learn more in How to Raise a Customer Credit Note.
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In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
Create Invoices and Credit Notes
Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:
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To void an invoice:
- Go to Invoices
> Unpaid / Paid Invoices.
- Locate the invoice, then click Options > Create Credit Note.
- To void a paid invoice, click the invoice, and click Payments > Add Credit Note.
- Select whether you want the Invoice Values to include or exclude tax.
- Select Void Invoice as the Credit Note Type.
- Enter a Void Note # or use the automatically generated number.
- Enter the Date Issued and Order No. as applicable.
- Select the relevant income account from the Account drop-down.
- Select Original Invoice to assign the credit values to the income accounts assigned to each item on the original invoice.
- Selecting a different account assigns the full credit value to the selected account.
- Set the Stage as Pending if the void needs to be reviewed. Set the Stage as Approved if it is ready to be finalised.
- Update the Status of the void as required or leave the status to Auto Adjust.
- Enter a Void Invoice Comment, if required.
- Update the Footnote as required.
- Click Finish.
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US only: If you use Simpro Premium in the United States, the term 'retainage' is used instead of 'retention'.
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For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.