Paid invoices are never voided

After a cancellation, it is tempting to delete or void the paid invoice.

Track

Shared concept

Phase

Shared language

Starts with

Urge to delete

Ends with

History intact

The situation

Rewriting a paid invoice would erase the record of money received. SettleWise adds a credit memo instead.

Someone asks to remove a paid invoice.

AccountingSystem

1
The paid invoice keeps its payments
System
Only unpaid invoices can be voided.
2
A credit memo records what happened: refund, rollover, or write-off
Accounting
This is the key moment of the journey: the story is added, not erased. This is the key moment of the journey.
3
The client balance and QuickBooks follow the memo
System
Both systems tell the same story.
4
Anyone can trace payment and memo on the timeline
Accounting
Audits stay simple.

Accounting

Owns money movement, registers, and reconciliation.

System

Automates emails, matching, reminders, and sync.

Accounting

The paid invoice with its credit memo on the timeline.

Why: Explain what happened later.

Never rewrite a paid invoice. Add a credit memo.