Void an invoiced fee
When you void a fee, you reduce the total amount owed on a record, and you can then generate a new invoice. After you assess and invoice a fee, you can void the fee directly from a record, a point of sale, or the Payment processing page.
Note: If there is an existing payment toward a fee that you need to void, you can invoice the fee again, and then apply a credit toward the invoice.
Most agencies typically restrict the ability to void an invoiced fee to supervisors or other specific individuals. If you do not see a Void button in the toolbar, you cannot void invoiced fees.
Void
invoiced fees from a record
Voiding an invoiced fee from a record allows you resolve minor billing errors.
To void an invoiced fee
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Find and open the desired record.
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Select the Fee tab.
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Select the invoiced fee(s) that you want to void
Note: Invoiced fees have an invoice number and an Invoiced status. -
Select Void.
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From the Reason list, select the appropriate reason.
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(Optional) In the Comments field, enter explanatory comments.
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Select Submit.
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Select the voided fee(s). Voided fees have a status of Voided in the Status column.
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Select Invoice to credit the fee amount.
Void invoiced fees from the payment processing page
When you void invoiced fees from the Payment processing page, you can void fees for a single record or for multiple records simultaneously.
To void invoiced fees from the Payment processing page
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From the Payment processing page, select the Invoices tab.
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Use the search fields at the top of the page to locate the invoiced fee items that you want to void. Example: to find a fee on invoice 1001, type 1001 in the Invoice number field, and then click the search icon.
Continue searching as needed until all items that you want to void display in the list.
Note: Civic Platform updates the total fee amount as you add items to the list. -
Select each item you want to void.
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Select Void.
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From the Reason list, select the appropriate reason.
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(Optional) In the Comments field, enter explanatory comments.
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Select Submit.
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To view the transaction details, select the History tab and select the desired link in the Transaction ID column.
Void invoiced fees from the point of sale page
You can void invoiced fees on a record from the Point of sale page.
To void invoiced fee items from the Point of sale page
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From the Point of sale page, open the desired transaction.
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Select the Fee items tab.
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Select the check box next to the fee item(s) you want to void.
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Select Void.
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From the Reason list, select the appropriate reason.
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(Optional) In the Comments field, enter explanatory comments.
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Select Submit.
See also