Void an in-flight ACH payment

You can void an in-flight bank-transfer (ACH) transaction to stop a payment that has not yet settled. Voiding is available for ACH payments that are still pending settlement, and only admin or manager roles have access to void transactions.

Before you start

Voiding a transaction requires a Sola account, an admin / manager role, and an invoice with an in-flight bank transfer payment (status ACH pending). Additionally, Voiding is only available during the "Void Window" of an ACH transaction, which is open only during the first 24 hours of an ACH transaction.

Viewer roles cannot void payments, and only Mallow accounts that are processing payments through Sola have this capability.

Void an in-flight ACH payment

Open the Money page, Dashboard tab. Find the invoice with the pending bank-transfer payment, click the three-dot menu on that row, then select Void.

1. Enter a Void reason.

2. Optionally select Email a Voided Payment confirmation to my client.

3. Click Void Payment.

What happens after you void

The invoice shows a Voided status, and the status details include the voided amount, reason, date, and whether the confirmation email was sent to the client. A voided invoice stays viewable and downloadable by your client but can no longer be paid; the client-facing invoice displays that the payment was voided.

Voiding a payment is different from canceling an invoice. A voided invoice remains visible to the client but is not payable, while a canceled invoice is handled separately.

QuickBooks Online

When QuickBooks Online is connected and the invoice has a matching mapped customer and invoice, voiding the Mallow payment also voids the matching QuickBooks Online invoice. If there is no matching customer or invoice, the Mallow void still completes and QuickBooks Online is not changed.