You cannot edit a generated and approved invoice, but you can void approved invoices if they have not been paid. If a company has paid or partially paid an invoice, you must void any payments before you can void the invoice. For more information, see Voiding a cash or check payment.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
After you void an invoice, Kube duplicates charges back to the Open Charges screen with new ID numbers and labels them as having come from the voided invoice. From the Open Charges screen, you can edit the charges and generate the invoice again. For more information, see Reviewing and editing charge information and Previewing and generating an invoice.
After you void an invoice, Kube shows two invoice lines in the Approved Invoices section: the Voided and the Voider. Kube labels the original invoice as Voided and makes no changes to the invoice date or amount. Kube creates a new Voider invoice that has a new invoice number and is dated on the day the original invoice was voided. The Voider's total amount is the negative original invoice amount, so the positive Voided and negative Voider invoice amounts total to zero.
NOTE: Kube shows the original charges on the Invoiced Charges screen and offsets them with the negative charges from the Voider invoice.
To void an invoice
Select Receivables in the top menu and select Invoices from the drop-down menu.
NOTE: If your organization does not use invoice approval, Kube hides the Approval Pending screen, and the Approved screen appears instead. If this is the case, skip to Step 3. For more information, see Turning invoice approval on or off.
Select the Approved tab on the screen.
Click the Additional Options button next to an unpaid invoice and select Void from the drop-down menu. A confirmation request appears.
Complete the fields.
Charge Date
Enter the charge date of the voider charges created when you void the invoice. This field defaults to the current date.
Voider Post Month
Enter the post month where you want the voided charge to post.
Click Confirm.