How do I mark an invoice as sent, or void a wrong one?
What you'll do: Use Mark as Sent once you've emailed the invoice PDF. To cancel a mistaken invoice, use Void Invoice — but only while it has never been sent and has no payments.
Marking an invoice as sent
As with quotes, you email the PDF yourself and record that you did.
- On an Issued invoice, click Mark as Sent and confirm.
- The sent timestamp is stamped permanently.
Important: once an invoice is marked as sent, it can never be voided. This is the point of no return for correcting a wrong invoice.
Voiding an invoice
Void is only available when all of these are true: the invoice is Issued, has never been marked as sent, and has no payments.
- On a qualifying invoice, click Void Invoice, enter a reason (10–500 characters), and confirm.
- The invoice becomes Void (kept for audit). The dispatch it came from is freed, so you can generate a corrected invoice from the same dispatch. If the Sales Order had auto-closed, it reopens.
If you can't void
- "Invoice has been marked as sent; void is not permitted (use Credit Note for corrections)"
- "Invoice has recorded payments; void is not permitted (use Credit Note for corrections)"
Both point to Credit Notes — which are not available in this version — so a sent or paid invoice has no in-app correction path. See Why can't I void this invoice? and Can I issue a credit note?.