Voiding Invoices
Sometimes you may need to change or amend an invoice - perhaps you've used the wrong Charge Item or the Participant is now Plan Managed instead of NDIA managed. The only way to change or amend an invoice within Astalty is to void the invoice or invoice line (NDIA Managed Only)
Finding the invoice
The first step when voiding an invoice is to find the invoice - this can be easily done on the Invoices page within the Finance section. The fastest way to find an invoice is to search by reference.
Void the invoice
Once you have found the invoice, you can click on it to open the invoice page.
If the invoice can be voided, a red Void button will be showing and you can click this to void the invoice.
When voiding an invoice, you will be given the chance to add a reason for voiding the invoice. This is important for auditing and keeping track of changes. Voided reasons are shown in the Voided Charges report.
Voiding individual lines
If the invoice is NDIA managed, Astalty allows you to void individual lines within an invoice. You can do this by clicking on the 3 dots for the line and clicking Void. Charges that have been partially or fully paid can not be voided.
Finding and fixing voided charges
Once a charge has been voided, usually you need to undertake some action to fix the charge so you can invoice for it again. Voided charges that have not yet been re-invoiced or deleted stay attached to the finalised invoice batch they came from, in an Unresolved Voided Charges card. Each row shows the date of the Task or support the charge relates to, so you can find the day you're chasing without opening every charge.
See Unresolved Voided Charges for how to find that card, what each column means, and how to get the charge back onto an invoice.