Voiding an Invoice
Before voiding an invoice, please note the following:
Only invoices with a status of Sent can be voided.
Draft invoices, even if unpaid, cannot be voided.
Invoices with payments cannot be voided.
Connected Invoices cannot be voided.
Voiding an invoice cannot be undone.
A payment cannot be added to an invoice while it is being voided.
When an invoice is voided, "Void" will appear on the guest-facing version of the invoice.
To Void an Invoice:
Locate and open the invoice.
Click Actions.
Select Void Invoice.
Click Confirm.
Alternatively, if you are viewing an invoice from the Invoices tab:
Find the invoice.
Click the three dots in the top-right corner.
Select Void Invoice.
Note: When a booking status is changed to Lost, all invoices without payments will automatically be voided.
Adding a Credit Note
Once an invoice has been finalized, it can no longer be edited or adjusted. While Event Temple does not currently have a dedicated Credit Note feature, you can create a credit by adding a negative amount item to a new invoice.
To Create a Credit Note:
Open the booking.
Navigate to the Invoices tab.
Select the invoice you'd like to add the credit to, or create a new one.
Click Add Item.
Add a new item (for example, "Credit Note") and enter the amount as a negative value.
Reporting Recommendation
For more accurate financial reporting, we recommend creating a dedicated Revenue Category for credits. This ensures that credits are categorized correctly and reflected appropriately in your reports.