RB User Guide > Receivables > Enter Other Transactions > Void

Voiding invoices

If a customer returns a product, its invoice must be voided. If a job is billed incorrectly, the invoice(s) should be voided before the job is billed again.

1. Receivables > Enter Other Transactions
2. In Enter Other Transactions window, click New > Void.
3. In the New Void window’s Lookup Invoice No., type the invoice number and click .
4. Basic information about the invoice and its related client appear in the Invoice Info pane. Click any active to view and edit details about the related client.
5. In the Void pane, Transaction Date is today and cannot be edited. Enter the following information:

   • Transaction Date

     The default is today’s date and cannot be edited.

   • Amount

     The voided amount is the invoice total and cannot be edited.

   • Not to void Client of Commission

     By default, the resource commission will also be voided. Click to select Yes not to void the commission.

   • Not to void Sales Rep Commission

     By default, the sales rep commission will also be voided. Click to select Yes not to void the commission.

   • Remarks

     Reason for the void.
6. Click Save >
   • Save & New: To void another invoice.
   • Save & Close: If you have no more invoices to void at this time.
7. The voided invoice appears in the Enter Other Transactions window, along with any other unposted transactions. Check the box and click Post to post the transaction(s).
8. RB9 posts the transaction(s). When finished, click OK in the popup that appears.

NOTE: Adjusting pay for voided invoices

When an invoice is voided, the resource’s pay is also voided. If the resource has already been paid, enter a pay adjustment to deduct the amount paid from the next payroll. (See Entering pay adjustments.)

Reference

• Client Of
• Sales Rep

Step-by-step instructions

• Entering pay adjustments