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Account Invoices are viewed in Account / Billing / Invoices.

In this article:

Overview

The Invoices screen provides details on account invoices that have been generated to date. From here you can view the transactions and taxes related to each invoice, download invoices as pdfs, void invoices and more.

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This tab displays invoice activity such as when the invoice was created, rendered, delivered or voided. The date of these activities may differ depending on how bill runs are configured. Invoices are created when a bill run is executed with the ‘Run Invoices’ option set (when this option is set account transactions will be stamped with an invoice name/number). Invoice rendering occurs when a bill run with the ‘Render Invoices’ option enabled is run, resulting in the invoice being generated on the account and downloadable as a pdf. Delivery occurs when a bill run executes which has been configured with the ‘Deliver Invoices’ setting enabled.

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Voiding an Invoice

Info

Note: only the latest invoice on an account can be voided. Executing a void will cause the system to:

  • create reversed transactions for items on the invoice

  • detach all disbursements applied to the invoice

  • rollback account-package next bill dates and last billed dates

  • create a new invoice with reversed charges on it (note: this new invoice is only created if the invoice being voided has been delivered to the customer)

  • update the account balance

Voiding will not reverse payments.

  1. Select the invoice in the list on the left under the Invoices heading

  2. Under the Invoices heading click the (blue star) icon

  3. On the confirmation dialog click Yes to confirm that the selected invoice should be voided