---
title: How do I cancel an invoice or issue a credit note?
description: Voiding invoices and issuing credit notes in Octiv
---
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# How do I cancel an invoice or issue a credit note?
## Voiding invoices and issuing credit notes in Octiv
**Voiding an Invoice**
To cancel an unpaid invoice without deleting it (preserves the audit trail):
**Accounts \>\> Invoices \>\> \[Invoice\] \>\> Actions \>\> Void**
In the German interface, this appears as "storniert". A voided invoice does not count as revenue and does not need to be paid.
⚠ Do not delete invoices manually — voiding the amount preserves the audit trail and allows the tech team to investigate if needed. This is especially important in Germany where sequential invoice numbering is required by tax law.
**Bulk Voiding Unpaid Invoices**
**Invoices \>\> select date range \>\> filter by Unpaid \>\> Bulk void**
**Issuing a Credit Note**
A credit note sessions the member's account for future use:
1. Navigate to **Members \>\> \[Member\] \>\> Billing \>\> \[Invoice\]**.
2. Click **Actions \>\> Credit Invoice**.
3. Enter the credit amount and confirm.
**Invoice Showing as Unpaid After Payment Was Recorded**
If an invoice still shows as 'Unpaid' after payment was recorded, this is a data sync issue:
1. Navigate to the affected invoice and click into the payment record.
2. Delete / remove the existing payment record from the invoice.
3. Re-record the payment with the correct amount and date.
4. Confirm the invoice now shows as 'Paid'.
**Note:** Do not void the invoice itself — only remove and re-record the payment.
**Invoices Did Not Auto-Generate**
If billing settings were changed mid-period, invoices may not auto-generate for that period. For missed invoices, create them manually:
**Members \>\> \[Member\] \>\> Billing \>\> Add Invoice**
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