How to void a payment in Books?

TB Books · payments · Last updated September 23, 2026 · Version 1

This process works in apps: TB Books

This article will teach you how to void a wrong customer or vendor payment so the invoices or bills it paid become open again.

Voiding a payment is the QuickBooks / NetSuite-style undo: the payment stays on the register for audit, a reversing journal entry is posted, and every invoice or bill that payment settled is reopened with its balance restored. Use Void when the amount, vendor, customer, or bills were wrong. Delete is only available after void, and only removes the already-reversed record.

Steps

• Open the payment — Payments Received for a customer receipt, or Purchases → Payments Made / the vendor Transactions tab for a bill payment.
• Confirm the payment number and the invoices or bills listed as applied.
• Click Void and confirm. Books reverses the journal entry and reopens those invoices (customer) or bills (vendor).
• Check the invoice or bill: status should be open or sent again, with the paid amount back on the balance due.
• If the payment came from Banking and is already reconciled, undo the reconciliation first. Uncategorize is the bank-feed undo for a match that should never have posted.
• Optional: open the voided payment and click Delete to archive it after the reversal is in place.

Conclusion & best practices

Always void before delete so the ledger reverses only once. A paid invoice or bill cannot be voided until its payment is voided first. To change the document total, edit the invoice or bill — the payment stays applied and a higher total reopens the balance. Closed End of Day, or a payment already categorized in Banking, has to be reversed or uncategorized before that edit will save.