Lesson 7 of 7 · 2 min

Voiding an invoice, or deleting a draft

A draft can be deleted. An issued invoice is voided, never deleted: its entry leaves every report and its stock comes back.

  1. A draft was never in your books, so Delete draft takes it away altogether. An issued invoice has been in them, so it's voided, never deleted: it stays, marked Void, its entry leaves every report, its stock goes back on the shelf at what it left at, and your customer's link stops working.
  2. Take the payments off first: an invoice with money paid on it can't be voided. Under Payments on the invoice, void a payment that was written down by mistake. If the money really came in, open the payment and Change what it pays instead, so it stays on their account as credit. Then Void the invoice.

  3. On the invoice

    Only a wrong quantity or the wrong customer? Edit it instead, under More: an issued invoice can be changed, its stock moves by the difference, and its entry is rewritten. Void is under More too.
  4. One more rule: nothing dated on or before the lock date can be changed or voided. If an old invoice needs it, ask whoever keeps your books to move the lock date first.

Try it

Opens Ledger. You'll be asked to sign in first; new businesses get a free week, no card needed.

Open your invoices

Quick check

2 quick questions. Pick an answer and Leo will tell you how you did.

1. You issued an invoice to the wrong customer and nothing has been paid. What can you do?
2. Why won't Ledger void an invoice that has a payment on it?

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