How to Change the Invoice Status after it has been Voided

To change the invoice status to uncollectible after it has been voided, follow these steps:

Verify the Invoice

• Check the Voided Invoice:
  • Identify the invoice that has been voided (e.g., November 3 invoice). Confirm the need to change its status to uncollectible.

Create a New Invoice

• Add a New Invoice:
  • Create a new invoice designated for accounting. Include relevant items, such as “co-plan,” with appropriate quantities and pricing. Save the invoice details.

Set Payment Collection

• Request Payment:
  • Select “Request Payment” as the payment collection method. Set the payment collection date to today. Disable Customer Notification: Ensure the delivery option “Email invoice to customer” is set to “Do not email customer.”

Add Invoice Details

• Include a Memo:
  • Add a memo with details, referencing the original invoice (e.g., November 3, 2023). Finalize the Invoice: Complete and save the invoice creation.

Change Invoice Status

• Mark as Uncollectible:
  • Once the new invoice is created, update its status to “uncollectible.”

Finalize

• Complete the Process:
  • Ensure the status has been successfully updated, and the task is done.

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