Void invoices

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

Marketplace Managers can void some invoices. This can be desirable when invoices are created in error, when you do not want to collect payment for an invoice, and for marketplaces with custom billing integrations when the systems do not synchronize.

After you void invoices, the billing system does not process payments for them and you cannot manually mark them as paid.

Prerequisites

There is one required and one optional prerequisite for invoice voiding. Only AppDirect can enable these features. To request them, contact your AppDirect technical representative.

1. Void feature (required): The Void Invoice button appears for eligible invoices when the Void invoice feature is enabled for marketplaces.
2. Enhanced invoice feature: An enhanced invoice feature is enabled by default for new marketplaces, and available for all marketplaces. Both support invoice voiding, but which invoices are eligible and the procedures to void invoices differ.
   When the enhanced feature is enabled, the Invoice Settings menu item appears at Manage > Marketplace > Settings.

Voiding invoices when the enhanced invoice feature is enabled

The following table displays which invoices you can void when the enhanced invoice feature is enabled.

Voiding support

Invoice state	Can be voided
Unpaid	Yes
Pending	No
Paid with zero balance	No
Paid with negative balance—customers forfeit the invoice value and the value is not carried to the next invoice	Yes
Carried	No

To void invoices when the enhanced invoice feature is enabled

1. Go to Manage > Marketplace > Billing | Invoices. The Invoices page opens.
2. (Optional) Click Show Filters to filter the companies by status, creation date, or enter a search string to locate an invoice.
3. Click the row for the invoice that you want to void. The invoice details page opens.
4. Click the gear icon. A drop-down list appears.
5. Click Void invoice from the drop-down list. The Void Customer Invoice dialog appears.
6. Click Confirm. One of the following occurs:
   • When the void process does not complete immediately, the invoice status does not change and an exclamation mark icon appears. When you hover over the exclamation mark, a tooltip displays a confirmation message that the void process is in progress. When the process is complete, the invoice status automatically changes to Void and the exclamation mark disappears.
   • A message confirms that the invoice was voided and the invoice status is Void.

Voiding invoices when the enhanced invoice feature is disabled

The following table displays which invoices you can void when the enhanced invoice feature is not enabled.

Voiding support

Invoice state	Can be voided
Unpaid with no payment attempts	Yes
Unpaid with payment attempts	No
Pending	No
Paid	No
Carried	No

To void invoices when the enhanced invoice feature is disabled

1. Go to Manage > Marketplace > Billing | Invoices. The Invoices page opens.
2. (Optional) Click Show Filters to filter the companies by status, creation date, or enter a search string to locate an invoice.
3. Click the row for the invoice that you want to void. The Invoice Details dialog appears.
4. Click Void invoice. The Void Customer Invoice dialog appears.
5. Click Confirm void. The invoice status is Void.