Page 62 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Void an Invoice

Anytime a completed invoice requires changes or corrections, the Billing Manager must begin
with voiding the Invoice. Unanet will void the invoice by creating a new invoice that contains the
negative value of the original invoice. The original invoice (that is voided) remains in the system
for auditing purposes along with the new voiding invoice with extension REV added to the
invoice number.

Activity 5.3 Void Customer Invoice
Login as Cindy Invoice (Billing Manager) – cinvoice / welcome

Activity Steps:

a. Navigate Financials > Invoicing & Posting > List Invoices
b. Enter the following criteria then Select List tab:
Invoice Number: %412%
Invoice Date: BOT to Today
Invoice Status: Completed

c. Select the icon to Void the Invoice

d. Edit Void Date to be first day of Posting period then Click Void button
e. Return to Search Criteria and Select both Invoice numbers listed

f. Edit Invoice Status to Select All then List and review results to confirm the original and REV
invoices are both listed

LESSON 5 INVOICE ADJUSTMENTS
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