Cube Long Arrow Right External Link angle-right Search Times Spinner angle-left

Editing or Voiding an Invoice

Recur360 has the ability to edit or void an invoice (if the user has permission to edit invoices). This feature is very useful for adding late fees or credit card processing fees to invoices after they have been created.

Open the invoice to be edited or voided 

undefined

From the Options menu select Edit Invoice

undefined

Changes can be made to any part of the invoice, including which customer the invoice is linked to. 

undefined

To Void the invoice select Void Invoice from the Options menu. This will mark the invoice as Voided in QuickBooks.

undefined

undefined

Note: If the "Closing Date" feature is turned on in QuickBooks and the invoice being edited or voided was created on a date prior to the current Close Date the transaction will not be able to post to QuickBooks.