CleanCloud allows admins to mark previously paid invoices as unpaid. This is particularly helpful for situations where you need to change the payment method or delete an invoice that was incorrectly marked as paid.
⚠️ Important: Paid invoices cannot be deleted unless marked as unpaid first. This ensures accurate accounting and avoids discrepancies.
Prerequisites
Ensure you are using the new version of the invoicing tool:
Go to Settings → Admin → Invoices → Invoice Tool Version.
Confirm that the Invoice Tool Version is set to New.
Steps to Mark an Invoice as Unpaid
Navigate to Settings → Admin → Admin Tools → Undo Invoice Payment.
Locate the invoice ID of the paid invoice you want to update.
Each invoice has a unique ID, which you can find in the invoice details.
Enter the invoice ID into the field provided.
Submit the changes to update the invoice status to unpaid.
Key Notes
What Is an Invoice?: In CleanCloud, "invoice" refers to a statement that groups multiple orders. It is used for reporting, collecting payments collectively from customers/business accounts, or sending to accounting integrations (e.g., Xero). It does not refer to individual orders.
No Automatic Refunds: Marking an invoice as unpaid does not initiate a refund. Refunds must be processed separately.
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