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How to void a document
How to void a document
Travis avatar
Written by Travis
Updated over a week ago

Voiding documents is now easier than ever!  Simply navigate to the document in question and click the Edit dropdown in the top right, then choose "Void" from the bottom of the dropdown list:

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

  • Voided documents will not send automated reminders

  • 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

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