INTRODUCTION
Feature Summary: Cancel an unpaid invoice.
Use Cases: System users can void an unpaid invoice, which means the outstanding payment is canceled, but the platform does not delete the document. CourtReserve keeps the record on file and preserves the invoice numbering sequence.
It is not possible to void a paid invoice, but system users can issue a full or partial refund for one or more line items in the invoice.
PREREQUISITES
Enable the Batch Billing add-on and complete the setup process.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click TRANSACTIONS > BATCH BILLING.
On the next page:
Select a row in the Batch Billings table.
Scroll down and click the Invoices tab.
Locate an outstanding invoice and click the View button.
On the next page, click the Void button and then Yes in the confirmation popup.
On the Batch Billings page, CourtReserve changes the invoice status to Voided.
When Regenerate is clicked on a voided invoice, CourtReserve creates a new invoice for the outstanding balance based on fees listed in the pop-up window. Depending on the selected option, the system will either generate the invoice only or generate the invoice and automatically attempt to collect payment.
USER PERSPECTIVE
On the member portal, CourtReserve shows the voided invoice(s) on the Invoices page. Players navigate to Billing > Invoices.
