Voiding, refunding, and statements
Three separate things people mix up: cancelling what is owed, sending money back, and printing everything a client has been billed.
Voiding — cancelling what is owed
Void invoice cancels the debt. The app is precise about what survives: The invoice stays on record and keeps its number, but nothing is owed and chasing stops. This cannot be undone.
Keeping the number is the point. An invoice that vanished would leave a hole in a numbered sequence, which is exactly the thing an auditor asks about.
Voiding moves no money. If the client has already paid, voiding does not send it back — that is a refund, below.
Refunding — sending money back
Refund this invoice returns a payment Vylan actually took. It is all or nothing: Refund the full amount or Keep the payment. There is no partial refund.
And only what came through Vylan can go back through it — Only card and bank payments taken through Vylan can be refunded here. A cheque you recorded, an Interac transfer or cash has to be returned the way it arrived, because Vylan never held it.
Statements of account
Statement of account is the whole picture for one client — what they have been billed and what they have paid. Download statement produces a PDF you can send.
It is the answer to "can you send me everything for last year", and it beats forwarding eleven separate invoices.
Payment terms and due dates
Days to pay sets how long new invoices get. Leave it empty and you get No due date — New invoices will be due the day you send them.
Changing this affects invoices you raise afterwards. It does not go back and give a due date to invoices already sent, so a batch raised before you set it keeps whatever it had.
Not everyone in your firm can open Billing or see amounts — it depends on their role. See owners and members.