The Void function allows you to cancel an entire invoice amount. Helps correct billing errors or cancel invoices that are no longer needed. Provides a clear audit trail through automatically generated billing adjustments. Ensures accurate financial reporting and account reconciliation. *Important Note* Voids are permanent actions and should be used with caution.
1. ### Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Revenue Management
- From the App Launcher (9-dot icon), search for and select Revenue Management.
- Go to the Billings Tab and Click on Bill You Want to Void
- Click the Billings tab to view the list of invoices in the system.
- Click on the billing record you want to void to open the invoice details.
- Click Void
- From the billing record, click the down arrow and find the void button
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2. Step 2: Understanding Void Screen
- Customer and Balance to be voided will automatically populate
- Fill In Description and Date
- Select one of the following options;
- Void: Permanently cancels the invoice and creates a billing adjustment
- Void & Redo: Voids the original invoice and creates a new invoice with the same information, allowing you to make changes before resending
- Confirm the action when the warning screen appears. This message reminds you that voiding is not reversible.
- Click "Yes"
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3. ### Step 3: View the Voided Billing Adjustment
- Return to the Billing record and click the Adjustments related list to view the automatically generated void adjustment.
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