How to VOID an Invoice or Quote

A recent customer question was “How do I void a Quote”?

Currently there is no button to Void out a Quote, or Invoice.

A quick work-around could be to:

1.¬†Click¬†the Edit Invoice screen, and write “VOID” in¬†the Status, Terms and¬†Maintenance¬†Release¬†fields. (This will help quickly identify the voided quote when you search for it in your list).

2. While in the Edit Invoice screen, you could uncheck the Quote box, if you no longer want the watermark/stamp to appear.  

3. Another place¬†to type “VOID” to would be the Misc section of¬†the Quote/Invoice, if you like.¬†

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Have questions?  Need help?  Contact us at (540) 217-4471   9-5 M-F Eastern Time