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This article applies to:

  • Product: DT Practice

Canceling an invoice

You can undo changes you have made in Detail Billing (billing amounts, adjustments, and so on) before you have saved the invoice. Follow these steps to cancel an invoice.
  1. Detail bill a client by time & expenses or in summary.
  2. Before saving the invoice, select the
    Cancel
     button to undo all changes.
  3. Select
    Yes
     to confirm that you want to cancel all changes.
note
Selecting
Cancel
 will either open the next selected client in Detail Billing, or if no other clients are selected, return you to the
Billing
 screen.
If you have already saved the invoice but need to edit or delete it, do so now.