Void an invoice
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Void an invoice
- Review the invoice and resolve its payments and allocated credits first.
- If goods were delivered, record what happened to them using the required stock decision.
- Enter the reason and reference requested.
- Select Void invoice and review the final state.
What happens next
The permitted invoice becomes void with its history retained.
Troubleshooting
A recurring template has separate restrictions. Pending receipt submissions are closed by the workflow; do not assume their files or historical records disappear.