This article covers how to void an invoice in Sharper CRM, including how to handle invoices in a closed accounting period using a credit memo. For a quick reference of all invoice actions, see CRM - Invoice Management.
How to void an invoice
There are many ways to pull up an invoice in Sharper. The most common is within the CRM module.
Within CRM → Invoices, search for the desired customer's invoice. You can use the search box or the filter icon to narrow the search further.
Click the
three dots.
Select Void. If Void is not an option, the invoice is in a closed period — follow the instructions below.
How to void an invoice in a closed period
If voiding an invoice is no longer feasible due to it being in a closed period, the recommended course of action is to generate a credit memo to counterbalance the invoice that was intended to be voided.
Navigate to CRM → Credit Memos.
Click the Add New button.
Enter the customer's name, date, and payment term.
Add a reference noting the invoice you are voiding for auditing purposes.
Select New Item and add the same item(s) that were on the invoice. Repeat for any additional line items.
Update the price of each line item to match the original invoice amounts.
Click Save.
When prompted, click Apply to Invoice.
A pop-in will appear — check the box to the left of the invoice you are offsetting.
Click Apply in the bottom right.
It may help to have the original invoice open in another tab for reference while creating the credit memo.