Find records
Search by text.
Set the date range.
Click Filter to narrow by Status, Branch, Project, Department, Employee, Team, Contact or Transaction Type.
Edit columns shows or hides columns.
Row actions
Click ⋮ on any row: Open, Edit, Duplicate, Manage items, Manage payments, Convert to recurring or Void.
Export
Click Export to download the list as a spreadsheet.
Void an invoice
Voiding reverses an invoice in your books while keeping the original for your records. It's safer than deleting it.
Choose Void from the row menu or from Actions.
Set the Date of the reversal and add a Reason (optional).
Click Void.
💡 Mistake on an invoice? Use Edit to fix it. Use Void when the sale didn't happen.