Voiding an Invoice that has been paid
Fix a mistake
Situation
The Invoice is wrong but a Payment is already allocated to it.
Recommendation
Void the Payment first, then void the Invoice — or use a Credit Note.
Why
Finance blocks voiding a settled Invoice so money is never lost. Voiding the Payment reverses bank and allocation in one transaction; then the Invoice can be voided.
Steps
- Open the Payment allocated to the Invoice.
- Void the Payment (JE, allocation and bank are reversed).
- Void the Invoice.
- Create the correct Invoice if needed.
Avoid
- Delete the Payment or hand-edit the bank ledger.
Roles & permissions
Accountant allowed to void documents.