Voiding a proposal, contract or invoice after it has been sent
Voiding an item after it has been sent is no problem!
Just navigate to the proposal, contract, or invoice.
Ensure you are in "View" mode (the top tab on the page)
Click "Void" on the bottom right
This will void the item and ensure it is no longer accessible by your client.
Note: Ensure you are in "Invoice View" mode rather than "Invoice Edit" mode to access the "Void" functionality.
Voiding a proposal that has been accepted
When a proposal has been accepted, it is not able to be voided.
Voiding a contract that has been signed
A contract with (2) signers and a countersigner can be voided when one or both clients have signed but as soon as a countersignature is applied, it cannot be voided.
A contract with (1) client signer and a company signature applied in the "Me (Now)" role can be voided up until client signature is applied
A contract with (1) client signer and no countersigner cannot be voided once client has signed
Voiding an invoice with a payment
When an invoice has received (1) or more online payments (a payment processed by RPC), it cannot be voided. However, the invoice can be refunded or edited to reflect no future payments.
If the invoice only has recorded offline payments (payments made via check, cash, or outside RPC), the payments can be "unrecorded" and then the invoice is able to be voided.
Troubleshooting Common Issues
Void Button Not Visible: Ensure you are in view mode, not edit mode.
Void Button Greyed Out: Check for any recorded payments and remove them before attempting to void the invoice. If you unrecorded offline payments, be sure to hard refresh the page before attempting to void.
Here are the steps to "close out" a partially paid invoice with payments processed by RPC:
Click on "Invoice Edit" mode and adjust your line items as needed
Adjust the total amount to reflect the new total
Scroll to the bottom of the invoice in the"Payment Schedule" section
Delete the remaining payments and leave the already paid portion there.
Select "Save" to refresh the page and show the invoice is complete or "fully paid".
Unrecording an offline payment
Here are the steps to "unrecord" an offline payment:
Click on "Invoice View" mode
Click the 3-dot icon next to the payment "Status" in the Payment Schedule and select "Update payment"
Click "Unrecord". Note, if "send email notifications to customers" is enabled on the invoice, the client will receive an email letting them know a payment has been "unrecorded". Adjust this setting in "Invoice Edit" mode