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How do I void a one-off household invoice?

Also searched as: cancel a household invoice, mark a household invoice as void, remove a one-off household charge

Overview

Admins can void individual Household Wallet one-off invoices from two locations:

  • The "Member Details" window (direct invoice void): Membership > Members > [Name of Household Member] > ACTIONS > View Member > Member Households
  • The AR Dashboard: Financials > AR Dashboard > [specific invoice] > ACTIONS > Mark Payment

Note: The "MANAGE HOUSEHOLD WALLET" window's "Void Transaction" action only voids Wallet balance credits — it does not void one-off invoices. See "How Do I View or Void a Household Wallet Transaction (Credit)" for that flow.

How to Void via the "MEMBER DETAILS" Window

(also called: member households view, household dues section)

  1. In the "MEMBER DETAILS" window, locate the "MEMBER HOUSEHOLDS" section. If the Member is part of more than one Household, locate the desired Household in the list by its Household Title and address. Click on the disclosure triangle in front of the Household Title to view the invoices due for that Household.
  2. Scroll to the "Outstanding Household Dues" section of the "MEMBER HOUSEHOLDS" section and locate the desired invoice in the list. Each invoice listing includes the invoice due date, the date it originally was sent to the Household Members, the invoice number, and the name of the dues item.
  3. In the column to the right of "Amount," click on the three-dots menu to open it, and choose "Mark Payment."
  4. In the "UPDATE [INVOICE NUMBER] PAYMENT STATUS" window that opens, set the radio buttons at the top to "Mark this invoice as VOID."
  5. Click on the "Save Status" button to complete the process.

To close the "UPDATE [INVOICE NUMBER] PAYMENT STATUS" window without voiding the transaction, click "Cancel," press "Esc," or click the "X" in the top right corner of the window.

How to Void via the "AR DASHBOARD" Window

(also called: accounts receivable dashboard, outstanding invoices list)

  1. In the vertical dashboard menu on the left, click on the "Financials" tab to open it. Click on the "AR Dashboard" tab.
  2. In the "AR DASHBOARD" window that opens, locate the "Outstanding Invoices" section.
  3. Enter search terms — Household Title, name of the dues item, or a specific invoice number — in the "Search Invoices" box to filter the list of entries.
  4. You also can set the "Invoice Type:" buttons to "Households" to narrow down the invoices listed. Additionally, set the "Included Invoices:" buttons to the appropriate payment status ("Not Yet Late" or "Late"). Do not activate the "Paid" button. Finally, set the "Active:" buttons to "Active Dues" for a dues item that you have not deactivated, or to "Inactive Dues" for one that no longer is active but still has unpaid invoices.
  5. Locate the desired invoice in the list. In the "Actions" column, click on the three-dots menu and choose "Mark Payment."
  6. In the "UPDATE PAYMENT STATUS" window that opens, set the radio buttons at the top to "Mark this invoice as VOID."
  7. Click on the "Save Status" button to complete the process.

To close the "UPDATE PAYMENT STATUS" window without voiding the transaction, click "Cancel," press "Esc," or click the "X" in the top right corner of the window.