Billing

Invoice reversals

Use invoice reversals to cancel unpaid invoices without affecting prior periods. Invoices can be fully or partially reversed, resulting in recovered WIP. Recovered WIP will be available for billing on a later invoice, and DT Practice will not treat it as new production.
note
  • You cannot perform reversals on invoices that feature progress billing.
  • If your firm has enabled security in DT Practice, you must have security permissions to review invoices and enter negative invoices or reversals.
To perform an invoice reversal, follow these steps.
  1. Choose Actions > Billing > Review tab.
  2. Select one or more invoices.
  3. Right-click and choose
    Create Invoice Reversal
     from the context menu.
  4. In the
    Invoice Reversal
     dialog, enter a date and reversal amount. You can also tell DT Practice to recover the WIP.
  5. Select
    OK
    .

This article applies to:

  • Product: DT Practice