This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

1. Open the Customer Register.

2. Expand the header row for the policy containing the invoice to be voided or click Expand All and scroll to the desired invoice.

3. Click the Void icon.

4. Complete the Void Invoice form options, as appropriate.

5. Click Post making sure the status bar indicates satisfactory completion.

Option	What's This?
Void Date	Options What is this? Today's date Use this option to void the invoice on the current system date. This is the default. Make void date(s) equal original Invoice date(s) Use this option to void the invoice with the same date that the original invoice posted on.
Void Reason	Enter a description as to why the invoice is being voided (Ex: Reverse invoice billed in error).
Single Invoice	Invoice # ___ will be voided. If the invoice selected from the Register has no installments, the group label is Single Invoice and the specified invoice is voided.
Installment Options	Invoice # ___ is part of an installment series. If the invoice selected from the Register is part of an installment series, the group label is Installment Options and gives you a choice whether to void only the specified invoice or all invoices in the series, including future invoices. Options What does this mean? Void this invoice only Use this option to void only the single invoice specified in the Invoice #field. Void all installments listed Use this option to void all of the installments listed in the Invoice Grid.
Invoice Grid	This is a 'display only' grid. Grid columns include Invoice #,Invoice Date,Invoice Eff Date,Invoice Balance, and the first date theInvoice Printed.

Since, by definition, a 'suspended' billing is not posted, it cannot be voided. A suspended billing that is no longer needed, should be cancelled. To cancel a suspended billing:

1. Retrieve the Suspended Billing from the Policy form or the User Center.

2. Click the Invoice Cancel icon.

3. Click the Cancel & Close button on the Invoice Form Closing form.

A future invoice is one in which the effective date, at the time of data entry, is greater than the Number of Days to Invoice in Advance threshold set in Agency Setup/Accounting Options. Future invoices display in the Customer Register with a zero in the Inv # column and such invoices can be voided. To void a future invoice:

1. Open the Customer Register and set the View Options date range so that the effective date of the future invoice is included in the display (change the date range to All and click the Apply button).

2. Expand the policy row containing the future invoice or click Expand All and scroll to the desired row.

3. Click the Void action button . The Void Invoice form displays.

4. Make your selections in the Void Date and Installment Options sections. Type in a reason for the void. (Ex: Invoiced to wrong policy).

For future invoices, the Make void date(s) equal original Invoice date(s) option, is a good choice.

5. If voiding only one row of an installment series, make sure the invoice row you wish to void is highlighted.

6. Click Post.

7. The voided future invoice item disappears from the register upon posting.

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