How to void a deposit invoice?

← Billing & Invoice Management FAQ

Deposit invoices do usually not constitute a legally binding payment request, they are exempt from cancellations. In case of errors, however, you may still need to void an issued deposit invoice before creating a corrected one. To this end, you manually close the incorrect deposit invoice.

Proceed as follows:

1. Allow modifications to invoices after finalization.

   Activate the corresponding global setting Allow Invoice Changes in Status Open.

   Note

   Use this feature with caution, ideally, during the project setup phase or for troubleshooting purposes only. It is not intended to be used in the day-to-day business.

   Make sure to deactivate this setting as soon as the intended modification is complete.

2. Open the deposit invoice you want to close.

3. From the Status picklist, select Closed.
4. Click Save.

5. Disallow modifications to open invoices.

   Deactivate the global setting Allow Invoice Changes in Status Open.

Info

You can now proceed to

• Remove the link to the incorrect, now closed deposit invoice from the source record, and
• Create a new, correct deposit invoice.

Related information:

Deposit Invoices
Managing Deposit or Pro Forma Invoices
How to correct an invoice?