[SM] How to void a Service Management Invoice

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

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

Steps to Void an Invoice: Service Management > Programs > SM Work Orders > Invoices tab > Open applicable invoice > File > Void Invoice

1. Navigate to Service Management and select Programs

2. Open the SM Work Orders form

3. Go to the Invoices tab, and double-click the invoice to void.

4. 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.