Void a credit memo¶
Voiding cancels the part of a credit memo that has not been used. It is how you retire a credit memo you issued by mistake, or one that should no longer be available to spend.
Voiding only ever touches the unused balance
If any part of a credit memo has already been applied to an invoice, that applied amount is not reversed by voiding it — it stays applied, exactly as it is. Voiding cancels only what was left. And if the whole credit memo has already been applied, there is nothing left to void at all: ChargeOn will not let you void it. To undo credit that is already applied, reverse the application itself, or process a refund — voiding cannot do either.
Before you start¶
- You need the ChargeOn permission for voiding credit memos (part of the ChargeOn Credit Memo Manager permission set).
- Check the credit memo's Applied Amount first. If it is anything above zero, ChargeOn will reject the void outright — see the warning above.
Steps¶
- Open the credit memo.
- Click Void Credit Memo.
- Enter a reason.
- Click Confirm.
What you should see¶
The credit memo moves to status Voided. Its Voided Amount shows the balance that was cancelled, and its remaining balance drops to zero — it can no longer be applied to anything.
If it does not work¶
| Symptom | Likely cause | What to do |
|---|---|---|
| ChargeOn rejects the void outright | Some or all of the credit memo has already been applied to an invoice | Reverse the application, or process a refund, before voiding — see the warning above |
| ChargeOn says there is nothing to void | The remaining balance is already zero — the credit memo is fully applied, already voided, or expired | Nothing to do; check the credit memo's own status |
| Void Credit Memo does not appear | You lack the permission, or you are signed in as a guest/community user | This action is not available to guest or community users at all — ask an admin |