Voiding an Invoice

Last updated: 3 June 2026

What voiding does

Voiding an invoice cancels it cleanly. The invoice is marked as void in both Jump and Stripe, any outstanding payment request is cancelled, and the patient owes nothing further. Voided invoices stay visible in your records as a permanent trace, but they no longer count toward outstanding balances.

When to void

Use Void when an unpaid invoice was issued in error and you simply want to make it go away. Common cases:

  • Wrong patient on the invoice
  • Wrong product, price, or quantity
  • Duplicate invoice
  • Booking abandoned before payment

If no payment was ever taken, voiding is the right tool — there's nothing to refund and no credit to issue.

When to credit note instead

If the invoice has already been paid, you can't void it (Stripe won't allow it, and you shouldn't anyway — it would leave a payment without a matching invoice). Use a Credit Note instead. A credit note creates a permanent accounting record that offsets the original invoice, refunds the patient (or credits their balance), and keeps your books reconciled.

In short:

  • Unpaid invoice issued in error → Void
  • Paid invoice that needs cancelling or refunding → Credit Note / Refund

How to void

From the patient's billing tab (or wherever you find the invoice):

  1. Open the invoice in the sidebar.
  2. Click Void in the Actions section.
  3. Confirm in the dialog.

The invoice flips to Void status.

You can also void from Apps → Stripe → Invoices if you're working through the practice's Stripe invoices directly.

Cancel vs Void

You may also see a Cancel button on the invoice sidebar. Use Cancel when you want to cancel the invoice and a linked appointment in the same step, or when you want the richer dialog that walks you through credit-note / refund options for paid invoices. Void is the quick, one-click path when you just want the unpaid invoice gone.

Raising a credit note

Alongside voiding, you can now raise a credit note against an invoice that has already been sent. Open the invoice from the record drawer and choose Credit note — use it to reverse an invoice in full or in part (for example, a partial refund or a billing correction). Voiding is for invoices that should never have been issued; a credit note is the right tool once an invoice has gone out.

Both actions live in the invoice record drawer and are visually separated from everyday actions so they're hard to trigger by mistake.