View / Reprint / Void Invoices

View / Reprint / Void Invoices

To view, reprint, or void invoices, click the  View / Reprint /Void Invoices button. The following window will appear.

Reprint Invoices

Select by Invoice Run

The Select by Invoice Run option offers a drop-down list of previous parameters used to generate invoices. To reprint invoices from a previous parameter, select the parameter from the drop-down list and click the  View Selected Invoices button.

Select by invoice number

To reprint a single invoice or range of invoices, chose the Select by Invoice Number option. Enter the beginning invoice number and ending invoice number in the From and To fields. Select the Invoice Number Group and click the  View Selected Invoices button.

Select by Date

To reprint a group of invoices with the same Invoice Date, chose the Select by Date option. Enter the Invoice Date and Invoice Number Group and click the  View Selected Invoices button.

Void Invoices

Invoices can be voided as long as they have not appeared on a statement or have had a payment or credit applied to them. Void invoices when a transaction or group of transactions need to be corrected. Once the transaction(s) has been corrected, the invoice can be recreated. 

Interact will only allow an invoice to be voided when the database has permissions to both run statements and apply payments to the invoice, since doing either of those would make it invalid to void the invoice.

Invoice # group

Use the invoice number group to help filter the selection. Only the invoices from the selected group can be voided. Select Any to enter an invoice number from any group.

Invoice Number

Enter the invoice number to be voided.

Click the  Void Invoice button. A message similar to the following will appear.

Click the  Void Invoice button to continue. Click the  Cancel button to cancel the process and return to the void invoice window.

All transactions appearing on the selected invoice will be removed from the invoice. Once removed from the invoice, they will be available for editing. Once the transaction(s) has been edited, the invoice(s) can be recreated.

Void Invoice Permissions with Remote Sites

When remote sites are allowed to process their own invoices Interact will only allow an invoice to be voided when the database has permissions to both run statements and apply payments to the invoice. This will typically be the database on the server.

DataSync will synchronize any changes to the remote sites. Once the server voids an invoice and synchronization is complete, any location with access to the transaction(s) will be allowed to edit the transaction(s). Once the transaction(s) has been edited and synchronized with the server, the server location is able to recreate and post the invoice.

Any attempt to void an invoice without permission to process statements and apply payments will result in the following error.

To return to the Invoicing window, click the  Return to Create / Post Invoices button.