How to Void an Invoice (Glade 2.0)

Use this when an invoice is no longer needed, or when you need to issue a new one in its place. Voiding an invoice is a permanent action and should only be done when necessary.

Overview
Voiding cancels an invoice and sets it to a final state — if a payment plan is linked to it, that gets cancelled too, so voiding takes care of everything in one step.

Voiding is not reversible: once an invoice is voided, it cannot be paid. Because of this, voiding shouldn't be treated as a routine action — only use it when the invoice truly needs to be cancelled or replaced.

How It Works

1. Locate the client's workflow: Search for the client's workflow and open the correct record. Confirm you're in the right client account before making any changes.

2. Locate the Invoices section: On the client's dashboard, click the tile showing Total remaining balance to open the Invoices section, then review the list to identify the invoice you need to void.

3. Open the invoice: Click the invoice to open its full details, and double-check it's the correct one — this action can't be reversed.

4. Access More Actions: Click the three-dot More Actions button on the top right and select Void Invoice.

5. Confirm: Read the warning prompt carefully — it confirms the invoice will be permanently voided and cannot be paid. Click Void Invoice to finalize.

Key Details

• Voiding is permanent and cannot be undone.

• A voided invoice cannot be paid.

• If the invoice has a linked payment plan, that plan is cancelled at the same time.

• Double-check the client workflow and invoice before confirming — there's no way to reverse this once done.

FAQ

Q: Can I undo voiding an invoice?
A: No. Voiding is a final, irreversible action.

Q: What happens to a payment plan linked to a voided invoice?
A: It's cancelled automatically along with the invoice.

Q: Can I issue a new invoice after voiding one?
A: Yes — voiding is often used specifically to clear out the old invoice so a new one can be issued in its place.