With the Exercise.com Payments platform, you can easily void invoices within your account management system. This guide will show you how.

1. Click “Accounts”

Click “Accounts” to access the account management section where you can view and manage user accounts.

Click "Accounts" to access the account management section.

2. Search or select a specific client

Search for or select a specific client to manage their payment information.

Search for or select a client to manage payment information.

3. Click “Payment Details”

Click “Payment Details” to view all payment-related information and options for this account.

Click "Payment Details" to view client payment options.

4. Click “Invoices”

Click “Invoices” to navigate to the list of invoices associated with this account.

Click "Invoices" to view account invoices.

5. View Draft Invoices

View invoices that are currently in draft status. These can be edited or voided.

6. Click the three-dot menu

Click the three-dot menu next to an invoice in draft status to open its detailed view.

Click the three-dot menu to open invoice options.

7. Click “Void Invoice”

Click “Void Invoice” to initiate the process of voiding the selected invoice. This cancels the invoice from further processing.

Click "Void Invoice" to cancel the invoice.

8. Click “Void”

Click “Void” to confirm that you want to void the invoice, effectively canceling it.

Click "Void" to confirm the cancellation.

9. Invoice Voided

The invoice is now voided and will no longer be processed.

You have successfully voided the selected invoice, ensuring it will no longer be processed or affect account balances. This helps you maintain accurate financial records and better manage client billing.

How do I void an Invoice?