Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How do I void a one-off Member invoice?

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

Overview

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

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

Note: The "MANAGE MEMBER WALLET" window's "Void Transaction" action only voids Wallet balance credits — it does not void one-off invoices. See "Manage a Member Wallet and View Wallet Transactions" for that flow.

How to Void via the "MEMBER DETAILS" Window

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

  1. In the "MEMBER DETAILS" window, locate the "MEMBER DUES" section.
  2. Locate the desired invoice in the list. Each invoice listing includes the invoice due date, the date it originally was sent to the Member, 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 — Member name, 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 "Members" 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.