Prerequisites
View and update permissions to the Invoice module.
The invoice must be in an approved status.
Make sure you are on the "Standard" side of ProcureDesk.
Step-by-Step Instructions
Navigate to the Invoice module
Open ProcureDesk and go to the invoice in the left side menu.
Click on the invoice number you wish to void.
Void the Invoice
Under the actions menu, select "Void an Invoice."
A prompt will appear allowing you to enter comments explaining why the invoice is being voided.
Confirm Void
Once you confirm, the invoice will be voided and cannot be used for payment.
FAQs and Troubleshooting
What should I do if I accidentally void the wrong invoice?
Once an invoice is voided, it cannot be reversed. Ensure you double-check before confirming the void action.
Can I still view a voided invoice?
Yes, voided invoices remain in the system for record-keeping but are marked as voided.