Voiding documents is now easier than ever! Simply navigate to the document in question and press 'edit > void document':
After a document has been Voided, it will still be accessible to your client via the original link and their Client Portal; however you will both now see the VOID stamp. Also, if the Document was not completed, your contact will no longer be able to do so.
Important Notes:
Voided documents cannot be un-Voided
An Invoice which has been Voided may no longer be paid
Voiding an Invoice with payments on it does not delete or void those payments - they will still be counted towards their Income Category for Bookkeeping purposes
Payments cannot be removed from the Invoice after Voiding
A Contract which has been Voided may no longer be signed
A Questionnaire which has been Voided may no longer be answered/submitted
A Quote which has been Voided may no longer be accepted
You may Void an uncompleted, completed (paid/signed/accepted), or partially completed Document
Voiding a Quote which is part of a combined document (Quote + Contract + Invoice) will also void the Contract and Invoice attached to it