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” into would be the Misc section of the Quote/Invoice, if you like. 


Quote Status for Invoices


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