An issued invoice can offer a void action to a permitted reviewer. The form asks for Effective void date and Void reason. Review the original document and its current activity before deciding that voiding is the appropriate correction.
Use a date supported by the company's current accounting controls and explain the business reason. A void is a dated accounting event; it should not be treated as deleting the invoice from history. Existing payments, credits or other linked activity can require their own review before the action is available.
Do not use voiding as a substitute for documenting a customer refund or an unrelated balance adjustment. Follow the source-specific settlement and credit workflows when those are the actual events. The action offered by the current document determines which correction can be made.
After a confirmed void, inspect the saved status and current PDF revision before sharing any document copy. The original history remains relevant when explaining the correction. If the outcome is uncertain, refresh the same record before preparing another invoice or another corrective action.
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