How to Void an Invoice in MemberDay

Void an invoice when it was issued in error or is no longer valid. Voiding an invoice removes it from active records and ensures it is no longer collectible or reportable. However, voiding does not delete the invoice; it retains a record for tracking purposes.

Step-by-Step Instructions to Void an Invoice

1. Access the Dues Billing Screen

   • Log in to MemberDay.

   • Navigate to the Dues Billing screen from the main menu.

2. Locate the Invoice

   • Identify the invoice you need to void in the list of issued invoices.

3. Open the Action Menu

   • Click the Action Menu (represented by three dots) next to the invoice you want to void.

   • Select Void Invoice from the menu options.

4. Provide a Reason (Optional)

   • A dialog box will appear prompting you to confirm the action.

   • Enter a reason for voiding the invoice (optional but recommended for record-keeping).

5. Confirm the Void

   • Click Yes, Void Invoice to complete the process.

Important Notes

• Voiding Limitations:

  • Only invoices with no payments (partial or full) can be voided.

  • If an invoice has received any payment, it cannot be voided.

  • For invoices with payments, consider issuing a refund or adjusting the invoice instead.

• Record Retention:

  • Voided invoices remain in the system for reference and audit purposes.

  • They will be marked as "Voided" in the Dues Billing screen.

By following these steps, you can easily void invoices and maintain accurate financial records in MemberDay.