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.
FEATURE USAGE - USERS' PERSPECTIVE
On the member portal, CourtReserve shows the voided invoice on the Invoices page.
