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If you have noticed an error on a sale, or would like to void a sale completely; then you can do this with Timely. In this guide you will learn how to void a sale or payment. For information on editing sales, see our help guide How to update a sale during checkout.
Important note: voiding a payment or invoice will not refund it. You will need to do this separately, for more information on refunding sales you can see our help centre section on refunds.
How to void a sale
It's not possible to restore a voided sale, as this is not able be reversed. To void a sale:
1
When you're on the invoice, scroll down to the bottom of the page, then click the void button in the bottom-right corner.
2
Choose the void invoice button when prompted. The sale will then be voided and can no longer be viewed from within your account. This action can't be undone.
How to void a payment
1
First start by viewing the invoice, and scrolling down to the payments section.
2
When you are here, click the void link next to any payments. You can then apply a new payment, or update the invoice to a different total.
Important Information
- Payments can't currently be edited, if you want to make any changes to a payment you will need to void the existing payment then apply a new one.
- If a payment has already been applied to the invoice and you want to update the invoice to a lesser value then you will need to remove the existing payment prior to editing.
- You will only be able to perform this if you have been granted staff permissions to void sales & payments.
- You will be able to make changes to the individual line items on the invoice, as long as the new balance isn't less than the original amount. If the balance is less than the original amount, you won't be able to apply your changes to the sale.
- When you void a sale, then you will no longer be able to access that sale from your account. This also means that the invoice number can't be used again by another sale. Corresponding product levels will be reverted too.
- If you disable cash management, then you will be able to void a payment included in a cash up. Doing so will affect your historical cash up recorded. You will be prompted to confirm this, as part of the voiding process.
- If the invoice has already been synced to Xero then those additional changes won't be synced. However, if the invoice hasn't been synced to Xero yet, then any changes made before the invoice is synced will be applied.
- For those using the Vend integration, invoicing is handled a little differently which means you won't be able to edit invoices in Timely.