Voiding & Repaying Bills
Voiding bills is supported directly within the plugin. Voided bills can later be repaid by following the steps in this guide.
How to Void Bills
Find the Bill
Find a bill that has already been paid via the plugin on the History page (Payables → History).
Check Bill Status
Open the bill record (internalID) and confirm the bill has been PAID IN FULL.
You can select the tab in the submenu to confirm that the bill payment has reached the plugin.
Select the Paid in full to see the corresponding journal entries.
Choose Journal Entries to Void
Select the journal entries that you would like to void.
Void the Bill
Void the bill by clicking the Void button on any line item. If the bill was not paid in full, it will be reopened and available for future payment.
WARNING: When confirming the payment, do not reverse the bill. DO NOT check the Reverse checkbox. Instead, simply add a payment date and an optional memo.
If you choose to reverse the bill, it will enter a Reversed state that the plugin cannot read or process.
Check the Reopened Bill
Confirm the bill has been reopened. Fields under the subtab are still populated with details from the first payment that was voided.
Repaying a Previously Voided Bill
Find & Pay Bill
Find the previously voided bill on the Pay Vendor Bills page in Payables → Pay.
Pay the bill as normal.
Confirm the bill has been paid and appears on the History page. Go to Payables → History.
Check the Bill Status
Open the bill record and confirm the bill has been PAID IN FULL. You can select the submenu to confirm that the bill payment has hit the plugin and that the reference IDs and transaction IDs are now different as seen in Step 2 of “How to Void a Bill”.
