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Void a draft payment

If you started a payment but no longer want it, you can void it — as long as it is still a Draft. Voiding cancels the payment before it reaches your accounts. Once a payment has…

Void a draft payment

If you started a payment but no longer want it, you can void it — as long as it is still a Draft. Voiding cancels the payment before it reaches your accounts. Once a payment has been posted you can no longer void it; you reverse it instead.

Before you begin

Void from the payment

  1. Go to Payments → Customer Payments and open the draft payment.
  2. Select Void.
  3. In Reason for voiding, enter why you are cancelling it (this is required).
  4. Confirm with Void Payment.

[Screenshot required: Void Payment window showing the required Reason for voiding field]

The payment's status changes to Voided. This cannot be undone, but the record is kept for your history.

Delete a draft payment from an invoice

If you recorded a payment directly on an invoice and it is still a draft, you can remove it from the invoice's Payments list using the delete (trash) control on that payment's row. As with voiding, only a payment that has not been posted can be deleted.

What happens next

  • The draft payment is cancelled and no longer counts towards anything.
  • There is no accounting effect. A draft never entered your books, so voiding it changes nothing in your ledger or reports.
  • If the payment had been linked to a customer or invoice, those links are cleared.

Important notes

Warning: You can only void a Draft payment. A Posted payment cannot be voided or deleted — it must be reversed so that an equal and opposite entry is recorded. See Refund or reverse a payment.

  • Voiding requires a reason and is final. If you might need the payment again, edit it instead of voiding it (drafts can be edited freely).

Troubleshooting

  • The Void button isn't there. The payment is not a draft — it has already been posted. Reverse it instead.
  • "This payment has been posted, so it can no longer be voided" (or edited, or deleted). The payment is posted. Use a reversal rather than trying to void or delete it.
  • "Void reason is required." Enter a reason before confirming.
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