How to Void a Pending Invoice

Overview

Sometimes if an invoice is incorrect it needs to be removed from the account. You can do this in just a few easy clicks! 

Watch the Video Here

• Enter the Client Profile from the client page by clicking on the client's name in blue 
• Enter the Payment Tab in the client profile 

• Scroll to the invoice you need to void and click anywhere on it 

• Click the yellow void button in the bottom left corner twice. 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639