# WI-12 Void an unpaid invoice in Ledgerly

Example from https://stepkeep.app/guides/work-instructions (Northwind is a made-up company, Ledgerly a demo app).

| Part | |
| --- | --- |
| Trigger | A ticket says the customer cancelled and has not paid. |
| Scope | Invoices with the status Draft, Awaiting payment or Overdue. |
| Not for | Paid invoices. They get a refund (WI-13 Refund a paid invoice). |
| Prerequisites | The Finance role in Ledgerly, the invoice number, the ticket open. |
| Owner | Billing lead |
| Revision | Rev. 1 · 4 October 2026 · first version |
| Parent SOP | Billing corrections, step 3 |

## Actions

1. In **Search invoices**, type the invoice number from the ticket. Only that invoice stays in the list.
2. Click the invoice's row. The row is highlighted.
3. Click **Actions**. A menu opens.
4. Choose **Void invoice**.
5. Check that the notice **Invoice #… voided** appears above the tabs and that the status reads Void, struck through.

## Expected result

The invoice reads Void. Reply in the ticket with the invoice number and close it.

## If this happens

The red notice **is Paid and cannot be voided: issue a refund instead** means the customer has paid. Stop, change nothing, and follow WI-13 instead.