Void an Invoice

Cancel an invoice that should no longer be collected by voiding it, which preserves the record while preventing payment.

Written by Chloe NguyenUpdated over a month ago3 min readBeginner

What this guide covers

This guide explains how to void an invoice in JobsiteOn. You will learn when voiding is appropriate, what happens to the record, and how the customer is affected.

When to void an invoice

Void an invoice when:

The invoice was sent in error.
The customer and you agreed to cancel the charges.
The project was cancelled and the work will not be billed.
You need to replace the invoice with a corrected version.

Note: Do not void an invoice that has already been paid. For paid invoices, use the refund process instead. See Process Refunds.

How to void an invoice

Open the invoice detail page at /invoices/[slug].
Click the overflow menu (...) in the top right.
Select Void Invoice.
Add a reason for voiding in the notes field.
Confirm the action.

Screenshot: The void confirmation dialog with a reason field and the Void and Cancel buttons.

What happens when you void

The invoice status changes to Voided.
The voided invoice remains in your records for audit purposes.
The customer's payment link at /i/[token] shows the invoice as voided and the Pay Now button is disabled.
The void event is recorded in the activity log with the reason and timestamp.
Voided invoices are excluded from revenue reports and aging calculations.

Tip: Always add a clear reason when voiding so your team and accountant understand why the invoice was cancelled.

Voided invoices in your records

Voided invoices are preserved but clearly marked:

They appear in the invoices list with a Voided status badge.
Filter by Voided status to see all cancelled invoices.
The original details (contact, line items, totals) remain visible for reference.

Creating a replacement invoice

If you voided an invoice due to errors and need to bill the customer:

Create a new invoice with the corrected details.
Reference the voided invoice number in the notes for traceability.
Send the new invoice to the customer.

Note: Voiding cannot be undone. If you void an invoice by mistake, create a new one with the same details.

Best practices

Void rather than delete invoices to maintain a complete audit trail.
Always document the reason for voiding.
Notify the customer when you void an invoice they have already received.
Create the replacement invoice promptly if the charges are still valid.

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