Here's how to void or delete an invoice in AvaTax for QuickBooks Desktop. To remove an invoice from your records, including AvaTax records, you can either void or delete an invoice and ensure that the tax calculations and totals reflect the removal correctly. AvaTax maintains a history of each for audit purposes. Deleting a transaction would invalidate this history. Void a transaction instead of deleting it.
Void an invoice
To void an invoice, follow these steps:
- Open the invoice.
- To void an invoice, you can either go to Delete and click Void or go to Edit and click Void Invoice. This voids the transaction.
- Click Save.
- The t is stored in the Admin Console on the Transactions tab and the Doc Status shows as Voided.
Delete an invoice
To delete an invoice, follow these steps: