If an invoice is no longer needed, you can either void or delete it.
We recommend voiding an invoice if you wish to keep a record of the posted invoice, but no longer want the balance to apply to the student. If the invoice has not yet been sent to families, you can permanently delete it instead.
Void an invoice
Once an invoice is posted, providers can void it to remove the due balance while still keeping the record. You can add notes, specify the reason, and choose to notify families. The reason you select for voiding and any custom notes added will be visible to payers.
🚩 Voiding an invoice is permanent and cannot be reversed.
Log in on the web
Go to Billing > Students > Click the student’s name
Select the All Transactions tab
Next to the invoice, press Actions > Void invoice
Click Void to finalize the action
Delete an invoice
If an invoice has not yet been posted to a student's account, providers have the option to permanently delete it so it won't post. Once an invoice is posted, it can only be voided and it cannot be deleted.
🚩 Deleting a unposted invoice is permanent and cannot be reversed.
Log in on the web
Go to Billing in the sidebar menu > Upcoming Invoices tab
Nex to the invoice, click Actions > Delete
