Invoices can be voided from the Account Invoices Screen in LogiSense Billing. Voiding an invoice may be required for various reasons, for instance the invoice amount is incorrect due to customer requested account changes. This document will detail what voiding an invoice does within the application and when it is appropriate to void an invoice.
What Happens When an Invoice is Voided
Note: only the latest invoice on an account can be voided.
Voiding an invoice will cause the system to do the following:
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
Update the account balance
Voiding an invoice will not reverse payments.
When to Void an Invoice
If the Invoice has been delivered to the Account, it should only be voided if you need to fully retract the Invoice and issue a new Invoice in its place. This process should only be done in cases where there was a large discrepancy between what the Invoice contains and what it should contain, which cannot be corrected on a subsequent invoice. For instance, cases like usage failing to be processed, leading to usage charges missing from the invoice, or a bucket missing from an Account Package.
If the Invoice has not been delivered to the Account, it can be voided to unwind the billing process that generated the invoice. This can be used to correct for subscription or cancellation charges not processing as expected, usage not processed successfully, or credits missing from the invoice.
In general, Invoices should not be voided unless the Invoice’s charges require significant corrections or additions.
Alternatives to Voiding an Invoice
Rather than voiding an Invoice, most problems can be dealt with by issuing credits, reversals into the next invoice period or generating a
Restrictions on Voiding an Invoice
Only the most recent invoice can be voided currently. This includes invoices created by a Sales Order.