Account Register

How do I void a transaction?

This article will demonstrate how to void a transaction in Traction.

If the Chat icon is covering the Void button, you can hide it by following the steps here KB article.

1.  In your Account Register, click on the transaction that you would like to void. Tools1



2.  Traction will take you to the Edit Transaction screen.

In the lower left-hand corner, click the Void button.



3.  You will be asked to confirm that you want to void this transaction.

Click No to cancel the action and Yes to void.



4.  After clicking Yes, Traction will notify you, Transaction successfully voided, and return to the Account Register.



5.  You can view previously voided transactions by clicking on the More button and turning on the toggle for Show Voided.  Click Apply to set the filter.  Click on the More button and select Reset filters then hit Apply to hide the voided transactions again.