Void an invoice

Voiding cancels an invoice you have already issued. In Bulk, an issued invoice is a frozen, read-only billing document, so you cannot simply edit it to fix a mistake. Instead you void it: Bulk keeps the invoice on record for audit, marks it Voided, and releases the production jobs it billed so they become available to invoice again. A production job is a unit of work on an order — voiding hands those jobs back to the pool of work that still needs billing.

Void an invoice when an issued document is wrong and needs to be reissued — for example the wrong customer purchase order (PO) number, the wrong lines, or the wrong customer. You void the incorrect invoice and create a replacement from the released jobs.

Before you begin

• Permission. Voiding requires the void invoices permission (production_invoicing.void). By default this is granted to administrators (the Super user and Entity admin roles), the Manager role, and the Invoicing role. The Operator role can submit and confirm invoices but cannot void them, so the Void action does not appear for operators.
• Invoice status. You can only void an invoice that is Issued, Sent, or Confirmed. The Void action is hidden for every other status. A draft (still-editable) invoice is not voided — you delete it with Discard instead. An invoice that has reached the final Issued Confirmed state is terminal and can never be voided (see When you cannot void an invoice).

Void an invoice

1. In the left sidebar, open Finance, then select Invoices.
2. Open the invoice you want to cancel. It must be in Issued, Sent, or Confirmed status.
3. In the invoice header, select the three-dots More invoice actions button to open the overflow menu.
4. Choose Void (shown in red at the bottom of the menu).

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5. In the Void invoice confirmation dialog, optionally type a Reason — for example, Issued with the wrong PO number. The reason is saved with the invoice and shown in its history.
6. Select Void invoice to confirm. Bulk voids the invoice and shows an Invoice voided confirmation. Selecting Cancel closes the dialog with no change.

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What happens when you void

Confirming a void changes several things at once:

• The invoice becomes Voided and read-only. Its status badge changes to Voided, and a banner reads Voided · this invoice is no longer active. The lines and totals are locked.
• The reason and history are kept. If you entered a reason, it appears on the invoice as a Void reason line, and the void is recorded in the invoice's lifecycle history timeline along with who voided it and when. Nothing is deleted — the invoice remains searchable for audit.
• The invoice's jobs are released. Each production job the invoice billed has its date invoiced cleared, so long as no other live (non-voided) invoice still bills that job. Released jobs return to the pool of invoiceable work and can be placed on a new invoice.
• Allocated credit notes are returned. If a credit note had been allocated against this invoice, that allocation is automatically reversed and the credit is restored to the credit note, ready to allocate elsewhere. A credit note that was already voided is left untouched.
• Automations can react. Voiding raises an invoice voided event, so any workflow you have built to respond to a voided invoice runs automatically.

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Example: correcting a mis-addressed invoice at Granite Peak

Granite Peak Manufacturing runs its billing from the Leeds Fabrication Plant entity. Dana Winters, the plant's administrator, issues invoice INV-2026-0087 to a structural-steel customer for two completed fabrication jobs. A day later the customer replies that the invoice quotes the wrong purchase order number and cannot be paid as-is.

Because the invoice is already Issued, Dana cannot edit it. She opens INV-2026-0087 from Finance → Invoices, selects More invoice actions → Void, and enters the reason Issued with the wrong PO number. After she confirms, the invoice shows as Voided, and its two fabrication jobs are released back to the invoiceable pool. Dana then creates a fresh standard invoice from those same released jobs, enters the correct PO number, and issues the replacement. The original stays on file, clearly marked voided with Dana's reason, so the audit trail explains exactly what happened.

When you cannot void an invoice

• Issued Confirmed invoices are terminal. Once an invoice reaches the final Issued Confirmed state it is permanently locked and cannot be voided. Attempting it is rejected with the message An issued-confirmed invoice is terminal and cannot be voided. To adjust the amount owed on a finalized invoice, create a credit note instead (More invoice actions → Create credit note).
• Drafts are discarded, not voided. A draft invoice has never been issued, so there is nothing to keep for audit. Use Discard to delete it.
• Already-voided invoices. Voiding an invoice that is already voided does nothing — the status stays Voided.

Feature availability

Voiding invoices is a generally available part of the Finance module. It is enabled for every tenant; whether an individual user sees the Void action depends only on their role permission and the invoice's current status, as described above.

Troubleshooting

• The Void action is missing. Confirm two things: your role includes the void invoices permission, and the invoice is Issued, Sent, or Confirmed. Void is hidden on drafts, on Issued Confirmed invoices, and for roles without the permission (such as Operator).
• You need to change a finalized (Issued Confirmed) invoice. It cannot be voided. Create a credit note against it to record the adjustment.
• You voided the wrong invoice. There is no un-void. Create a replacement invoice from the released jobs. If a customer had a credit note allocated to the voided invoice, that credit was returned automatically and is available to allocate again.

Related guidance

• Issue or confirm an invoice
• Create a standard invoice
• Create a credit note
• Approve an invoice
• Finance overview