If billing errors are discovered after an invoice is posted, it will have to be voided in the system. To correct an invoice that has been generated before it is posted, see the Cancel a Service Order Invoice document. Service invoices can only be voided within the accounts receivable module.
A column set should be created within the Service Management Invoice Inquiry that will provide the Accounts Receivable internal reference (IR) number for the invoice alongside the Service Management invoice number.
From the tree menu, click Service management -> Inquiries -> Invoice Inquiry and search for the invoice you want to void. Be sure to note the Customer number, Invoice number, and accounts receivable internal reference number. Select the hyperlink for the Service Order.
Figure 1: Service Order Inquiry
2. Click the Stages tab and open the folder for Service Order Billing Complete. Uncheck the Done box and Save.
Figure 2: Service Order Stages
3. From the tree menu, click Accounts Receivable -> Invoices -> Void Invoices. Select Add at the bottom of the screen to add a new VOID batch.
Figure 3: Add New AR Void Batch
4. Verify the Fiscal Period, Transaction Date, and Type. Add a description for the batch. Select Save to the lower right when complete.
Figure 4: Void Batch Setup
5. Click the Transactions tab. Select Add from the bottom of the screen.
Figure 5: Add Transaction Within VOID Batch
6. Add the invoice internal reference number of the invoice that needs to be voided. Select the floppy disk to the left of the line to save the line.
Figure 6: Add Transaction Line
7. Select the undo arrow on the second line or add other invoices to void.
Figure 7: Add More Invoices to Void
8. Select Post from the bottom left of the screen.
Figure 8: Post Void Batch
9. Click the report status icon near the top right of the screen to view the posting reports.
Figure 9: Example Posting Report
10. Go into Service Management -> Service Orders and look at the Service Order you voided the invoice on. All original lines have been cancelled and the Service Order is ready to be rebilled.
Figure 10: Verify Service Order Detail Lines
11. Select the hyperlink for the service order, go to the finance tab, select Invoices, and you will see the original and voided invoices.
Figure 11: Voided Invoices
12. The invoice can be re-billed at the Detail lines. You must go into the stages tab of the service e order and mark it Billing Complete after generating the new lines.