Void a Household Wallet One-Off Invoice

Admins can void individual Household Wallet one-off invoices from several locations.

To void a Household Wallet one-off invoice, go to the “MANAGE HOUSEHOLD WALLET” window at
Households > Households > [Household Title] > ACTIONS > Manage Wallet
or via the “Member Details” window at
Membership > Members > [Name of Household Member] > ACTIONS > View Member > Member Households > View Wallet
Or go to the “Member Details” window and void the invoice there at
Membership > Members > [Name of Household Member] > ACTIONS > View Member > Member Households
Or go to the AR Dashboard at
Financials > AR Dashboard > [specific invoice] > ACTIONS > Mark Payment

From the “MANAGE HOUSEHOLD WALLET” window

1. In the “MANAGE HOUSEHOLD WALLET” window, select or search for a transaction in the list. (For information about how to search for a Household Wallet Transaction, please see the “Search for a Household Wallet Transaction” topic in these instructions.)
2. In the Actions column, click on the three-dots menu to open it, and choose “Void Transaction.”
3. In the “VOID TRANSACTION” window that opens, click on the “Void” button to complete the process.
• To close the “VOID TRANSACTION” window without voiding the transaction, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.

From the “MEMBER DETAILS” window

1. In the “MEMBER DETAILS” window, locate the “MEMBER HOUSEHOLDS” section. If the Member is part of more than one Household, locate the desired Household in the list by its Household Title and address. Click on the disclosure triangle in front of the Household Title to view the invoices due for that Household.
2. Scroll to the “Outstanding Household Dues” section of the “MEMBER HOUSEHOLDS” section and locate the desired invoice in the list. Each invoice listing includes the invoice due date, the date on which it originally was sent to the Household Members, the invoice number, and the name of the dues item.
3. In the column to the right of “Amount,” click on the three-dots menu to open it, and choose “Mark Payment.”
4. In the “UPDATE [INVOICE NUMBER] PAYMENT STATUS” window that opens, set the radio buttons at the top to “Mark this invoice as VOID.”
5. Click on the “Save Status” button to complete the process.
• To close the “UPDATE [INVOICE NUMBER] PAYMENT STATUS” window without voiding the transaction, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.

From the “AR DASHBOARD” window

1. In the vertical dashboard menu on the left, click on the “Financials” tab to open it. Click on the “AR Dashboard” tab.
2. In the “AR DASHBOARD” window that opens, locate the “Outstanding Invoices section.”
3. Enter search terms—Household Title, name of the dues item, or a specific invoice number—in the “Search Invoices” box to filter the list of entries.
4. You also can set the “Invoice Type:” buttons to “Households” to narrow down the invoices listed. Additionally, set the “Included Invoices:” buttons to the appropriate payment status (“Not Yet Late” or “Late”). Do not activate the “Paid” button. Finally, set the “Active:” buttons to “Active Dues” for a dues item that you have not deactivated or to “Inactive Dues” for one that no longer is active but still has unpaid invoices.
5. Locate the desired invoice in the list. In the “Actions” column, click on the three-dots menu and choose “Mark Payment.”
6. In the “UPDATE PAYMENT STATUS” window that opens, set the radio buttons at the top to “Mark this invoice as VOID.”
7. Click on the “Save Status” button to complete the process.
• To close the “UPDATE PAYMENT STATUS” window without voiding the transaction, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.