Name of Feature/Request: Voided Stamp on invoice formats or option to show $0.00 balance due on formats for voided invoices
What financial, time savings, or quality of life improvements will occur from this: Match other system capabilities to provide a clearly visible voided stamp or $0.00 balance on PDFs of invoices to provide to customers as needed. | Frequency: Weekly | Clear and good information to provide to customers when sending a PDF invoice. There should never be the question of if an invoice was voided and if a customer is requesting verification that an invoice was voided and no balance is due there should be no room for error because clearly there was an issue with that transaction and a further mistake can cause larger issues for us.
Attempted Solutions So Far: Create another printout specifically for voided invoices however this opens the possibility for user error. A voided invoice should always be clear when sending it to a customer that it has been voided. We should not have to create a separate invoice format and train people how to use that and expect them to remember every time this is needed.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on tbn.striven.com
Conversation started on Monday, January 06, 2025, at 19:31 (GMT+0) [19:32] Dustin Shepard: Good afternoon, when an invoice is voided and we attempt to provide the customer a PDF copy it still shows as a balance due and there is nothing on the invoice that says voided. How can we provide the customer with a copy without creating an entirely new print format for voided invoices? [19:32] Courtney has joined the conversation [19:32] Courtney: Greetings Dustin! [19:33] Courtney: Give me just a moment to look into that for you [19:37] Courtney: You could reduce the total of the invoice to 0 before printing and sending the copy to the customer [19:38] Courtney: Otherwise the totals will still show on the invoice once voided. You could always add the word void to the memo field if you are printing the memo on your invoices so it is more indicative to the customer. [19:38] Dustin Shepard: We shouldnt have to do any manual process once a invoice is voided [19:41] Courtney: Would you be able to provide a screenshot of your current invoice format so I can see the merge fields you are using? And if you have an example of invoice PDF you could share based on that format that would be great. [19:42] Dustin Shepard:
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/677c2f7c3a6a468457795382/v/3677fa6b6f167b71c0dae9eb19ae34fac4b1ea12/image.png [19:42] Dustin Shepard:
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/677c2f7c3a6a468457795382/v/1f837c3f126a89df2bdb0b8c74943847dfaa8735/image.png [19:43] Courtney: Ok and in the totals you want the open balance to either not show or to show $0.00? [19:44] Dustin Shepard: Yes, at minimum it should show balance due of zero. Ideally it would also show a “VOIDED” stamp if an invoice was voided. [19:46] Courtney: Ok. In order to get that balance due not to show you would have to create a new format to hide it unfortunately. And then only use that format when you are sending voided invoices. The only way for it to show $0.00 would be to adjust the invoice totals to $0.00 when voided.
https://tawk.link/5ec6ead08ee2956d73a36e77/a/66d0b3200dd78ea5a3ed7800/49d6ef6fb51ae631fa3104e19f70cbb9ccf87704/image.png [19:46] Courtney: In order for VOIDED to be printed, you would want to add that word to the memo field on the invoices and then ensure that merge field is included in your format where desired. I understand these are all manual efforts, but this is how it currently works with Striven functionality [19:52] Courtney: Are you still with me? The best option to reduce the amount of manual effort is to create a new format specific for voided invoices and hide the open balance field.
https://tawk.link/5ec6ead08ee2956d73a36e77/a/66d0b3200dd78ea5a3ed7800/26e271c2a87bb1f07473ad5c01e49c106462e1be/image.png [19:54] Dustin Shepard: Yes I am here [19:56] Dustin Shepard: We shouldnt need a whole separate format for voided invoices. This should be a standard feature for all invoice formats with the ability for someone to turn it off if for some odd reason they would not want that. Creating a separate invoice format increases the chances of user error which is something we should avoid at all costs especially as something as basic as this [19:56] Courtney: Ok I can submit an enhancement for you to try and get this feature added in the future. It will have to go through our internal review process so I cannot guarantee a timeline, but I am happy to submit it on your behalf. [19:57] Dustin Shepard: No problem. This is a standard feature in all other accounting software so I cannot imagine why or how this would not go through [19:58] Courtney: I understand where you are coming from. To clarify the request before I submit it, you would like an option within the format to turn on/off a $0.00 open balance when the invoice is voided? [19:59] Dustin Shepard: I would like the ability for our customer to see that an invoice has been voided, regardless of the invoice format used and if needed with the ability for a company to turn off this feature at the invoice format if they so choose.
However Striven feels it is best to accomplish this is good with us [20:00] Courtney: Ok thank you so much for clarifying. I will go ahead and get this task opened up for you and will follow up on the task discussions soon. [20:00] Courtney: Is there anything else I can help with at the moment? [20:00] Dustin Shepard: Thank you! That is all [20:00] Visitor ‘like’ this conversation [20:01] Courtney: Ok of course! I hope you have a great day! 
[20:01] Courtney: Thank you for your chat today. You should be receiving an email requesting your feedback. This will reflect on me and our interaction today with this Chat. I would greatly appreciate it if you could indicate your level of happiness with my performance by clicking one of the faces and submitting any comments you would like to share.
For more great resources, check out our Striven Community: https://APP.Striven.com. No tawk.to live chat account ? Create one for free here! | Previously accomplished: Anytime a invoice is voided and customer wants a copy. Quickbooks print outs come standard with clear notification when an invoice is voided that there is not an outstanding balance
StrivenID: 5048263