How to void invoices & edit payments with Quickbooks
1) Void Invoice
In the invoice in Roofr, click the …Menu at the top of the page
Select Void Invoice
Click Void Invoice again to confirm
💡 Voiding an invoice keeps the invoice record but zeros out all balances and line items in Roofr and Quickbooks. You can't take any further actions on a voided invoice.
💡 To void an invoice, it must have no associated payments
2) Edit Payment
In the invoice in Roofr, click the …Action menu on the payment listing
Select Edit Payment
Make edits as needed to the Payment date, method, amount or notes
Click Save
3) Delete Payment
In the invoice in Roofr, click the …Action menu on the payment listing
Select Delete Payment
Click Delete again to confirm
💡The Records in both Roofr and Quickbooks will be updated
💡 Only manual payments can be deleted or edited
What's Next?