We understand that keeping accurate financial records is important, that is why you can edit and void both payments and invoices in Pogozo.
Voiding payments and invoices allows you to remove the payment and invoice from all financial reports. However a record of the voided payments and invoice will still be available in Finances and in the client profile.
In Pogozo you can:
Void unpaid invoices
Void payments and partial payments
If you have a paid invoice that you wish to void, you will need to void the payment first, then you can void the invoice.
TIP You can void payments made by Stripe and Tyro. However voiding a payment does not refund the client. If you need to process a refund you must do so through the Stripe or Tyro portal.
How to void an unpaid invoice
Go to Finance and then Invoices.
Search for the relevant invoice using the invoice number or client name.
Once you have found the correct invoice click on the three dots to far right of the invoice number, then select Void.
To confirm click on the Yes Void It button. You will be asked to enter a void reason. This helps keep accurate records of changes to payments and invoices.
TIP Warning, if you do void an invoice, you will not be able to undo that action.
Once voided, the status of the payment will be changed to void. The invoice amount will also be removed from any relevant revenue reports.
How to void a payment
To void a payment go to Finance then select Payments.
Search for the relevant invoice using the invoice number or client name.
Once you have found the correct invoice click on the three dots to far right of the invoice number and select Void.
TIP If you can't see the void option you might not have the correct permission. Only team members with super financial permissions are able to void payments and invoices.
To confirm enter the reason for voiding the payment and click on the Yes Void It button.
TIP Warning, if you do void an invoice, you will not be able to undo that action.
Once voided, the status of the payment will be changed to void. The invoice amount will also be removed from any relevant revenue reports.
Do you have a paid invoice that needs to be voided? Easy! Just follow the steps above to void the payment first, then void the invoice second.