[SM] How to void a Service Management Invoice

CAUTION: Once an SM Invoice is voided, it cannot be undone.

Steps to Void an Invoice:

1. In Service Management, you can only void AR invoices created from Work Orders within the module.

2. Open the Work Order, go to the Invoices tab, and double-click the invoice to void.

3. In the Invoice Review form, go to File > Void Invoice and click it.

TIP: If the original posting month is closed, update the Post Month to the current period before voiding.

4. Verify the invoice is flagged for voiding in the Invoice Review Form.

5. Click Process to post the voided invoice. This will void it in AR and allow you to reuse the invoice number or use a new one.