Voiding an Invoice

Invoices can be voided from the Account Invoices Screen in LogiSense Billing. Voiding an invoice may be required for various reasons, 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

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

• Mark any billed usage as unbilled.

  • All bucketing and aggregation remains as it was before the Invoice was created

• 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 when a bucket meant to be on an Account Package is missing.

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.

Once those changes are made, the Account can be billed again to recreate the invoice with the corrected charges. If this involves correcting usage related items, like buckets or share plans, a rerate will automatically trigger before the Account is billed, to ensure all usage data is corrected before it is billed.

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 credit note. In cases where some charges are overstated or understated, the difference can be applied forward into the next period by adding a manual charge or credit, or by doing a full or partial reversal on the incorrect charges on the current invoice.