Accountive Lite Plan: All plans

Remove a draft: void it

Drafts and unsettled documents are voided with a reason. They stay in the history.

Lite has no delete for invoices, quotes, bills or credit notes, including drafts. You void them instead. A voided document stays in the list, marked Void, with the reason you gave, and has no effect on your books or VAT.

Void one document

  1. Open the document.
  2. Open its menu and choose Void document.
  3. Enter the reason, for example “Raised twice”, and confirm.

Void or approve many at once

  1. Open the list, for example Invoices.
  2. Filter it by a status other than All, for example Draft.
  3. Choose Void shown and enter one reason. It voids the unsettled documents shown, up to 200 at a time. If more are shown, narrow the list first.
  4. Or choose Approve drafts to approve every draft shown.

What cannot be voided

  • A document that is paid, part-paid, credited, written off or converted.
  • An approved credit note.
  • An opening balance.
  • A document in a locked period.
Tip: To correct an approved invoice that has a payment against it, issue a credit note. See Change an invoice, credit notes and voiding.

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