Void or delete an invoice
Learn how to void or delete an invoice.
We know that mistakes may happen when you’re managing your payment and invoice transactions on Wajooba. But don’t worry, you can void or delete these invoices, so it doesn’t affect your reports.
We’ll help you how.
Difference between voiding and deleting an invoice
Voiding an invoice means that you’re canceling it or the payment from your students, customers, or vendors. The voided invoice remains recorded on the account, but it won’t affect your reports. Also, your students, customers, and vendors can’t make payments to a voided invoice.
You can void all invoices statuses except for those that are already voided. This includes those that are tagged as completed, partial, pending, pending confirmation, and failed.
For invoices in completed and partial status, you can’t continue to void it unless you process a refund for the total amount a student paid for.
Deleting an invoice, on the other hand, means that you’re permanently removing the record on your account and reports. We advise deleting an invoice only if you’re sure that you don’t need a record, otherwise, it’s best to only void the transaction.
Only invoices that are on “Pending” status can be deleted. This helps you avoid deleting transactions that already have a payment, especially those that have completed and partial statuses.
Here’s how you can void an invoice.
For invoices in completed and partial status, you can’t continue to void it unless you process a refund for the total amount a student paid for.
- Go to Invoices, then find and select the invoice you want to void.
- At the lower right corner of the page, select Void Invoice.
When working on invoices with “completed” and "partial" statuses, you’ll see a Void Invoice checkbox during the refund process.
- On the Void Invoice pop-up, select Submit.
Here’s how to delete an invoice.
Only invoices that are on “Pending” status can be deleted. This helps you avoid deleting transactions that already have a payment, especially those that have completed and partial statuses.
- Go to Invoices, then find and select the pending invoice you want to delete.
- At the upper right corner of the page, select the trash icon.
- Then asked to confirm, select Confirm.
Created by: Paul Romuel Danila