WHEN/HOW TO VOID AN INVOICE

FMS Knowledge Base > Visual LOADPlus FAQ's > Receivables
There are bascially four situations when you would void an invoice.
Only updated invoices can be voided.  When the load goes through the 
invoice process again, a new invoice number will be assigned.   
 
1.  You have completed an invoice run and then realize that there
    is a mistake on a customer's invoice.  You have not sent out the 
    invoice yet.  You would not do a corrected invoice because your 
    customer does not have the original invoice.
    
    Go into Receivables - Maintenance
    Bring up the customer
    Highlight the invoice
    Select Void Invoice
    Enter the date
    Select either Hold or Pre Invoice Ready
    Click on Okay

2.  You invoiced a load by mistake.

    Go into Receivables - Maintenance
    Bring up the customer
    Highlight the invoice
    Select Void Invoice
    Enter the date
    Select either Hold or Pre Invoice Ready
    Click on Okay

3.  You entered the same load in VLP twice, each with a different 
    reference number and billed it twice.

    Go into Receivables - Maintenance
    Bring up the customer
    Highlight the invoice
    Select Void Invoice
    Enter the date
    Select Void - Only use this option if you will never need to bill 
                  this load again
    Click on Okay
    You will have to manually debit the payable to a zero

4.  You need to change the billto on a load.

    Go into Receivables - Maintenance
    Bring up the customer
    Highlight the invoice
    Select Void Invoice
    Enter the date
    Select either Hold or Pre Invoice Ready
    Click on Okay

    Go to Dispatch -  Load Create/Edit
    Bring up the load
    Go to the Billto section    
    Click on Replace
    Select the correct billto customer and Save
    Edit any rates if necessary
    Process the load through Pre Invoice Edit

Add Feedback