Loading
CommunityHow do you undo a bill?

How do you undo a bill?

  • Hello William,

     

    To delete an invoice in draft:

    1. Open the matter.
    2. Click the Operating Account > Expenses & Receivables tabs.
    3. Open the draft invoice.
    4. Click the trash icon at the top-left corner of the invoice window.
    5. Click Yes to confirm.

     

    Once deleted, all invoiced items will be unbilled again.

     

     To reverse a finalized invoice:

    1. Open the matter.
    2. Click the Operating Account > Expenses & Receivables tabs.
    3. Open the finalized invoice.
    4. Click the reverse arrow icon at the top-left corner of the invoice window.
    5. You will be presented the reversal invoice window. Click Save & Close to confirm the reversal.

     

    Kind regards,

    Misty Petty

    Expand Post

Loading
How do you undo a bill?