Void or refund an invoice

Use Void when an invoice should not stay on the books — wrong amount, duplicate sale, or a refund. Unpaid invoices can be voided outright; paid card invoices can be voided and refunded together when Stripe Connect was used.

Open the invoice

1. Go to Sales → Invoices, or open the patient card → Sales & invoices → the invoice row.
2. Open the invoice you need to correct.
3. At the bottom of the invoice, click Void (red).

Void, or void and refund

1. If the patient paid by card on Stripe Connect, tick Refund via Stripe Connect (required when a refundable payment exists).
2. Optional: tick Send refund email to patient and add a short note.
3. Confirm Void invoice or Void and refund.

What a voided invoice looks like

After you void, the invoice stays on record with a Void banner and badge. Print / PDF still opens the original document for your audit trail.

What happens next

• Take payment at reception (POS)

  Take payment at the till.

• Send a payment link to a patient

  Email a payment link for unpaid invoices.

• Issue account credit

  Add account credit instead of a cash refund when appropriate.