Billing

Unbilling time and expenses

In Detail Billing, you can use the Time & Expense tab to remove selected time and expense entries from billing after you have entered a bill amount. To unbill a time or expense item, follow these steps.
  1. In the
    Billing
     screen, go to the Review tab.
  2. Mark the checkbox next to one or more invoices that have items you want to unbill, then right-click and choose
    Open Selected
    .
  3. For each invoice, go to the Time & Expenses tab. Mark the checkbox next to each time or expense item that you do not want to include on the invoice.
  4. Right-click and choose
    Unbill Selected
     from the context menu. The selected items are removed from the invoice, along with the allocated bill amounts for those items.
    note
    Because the unbilling process forces an adjustment to the bill amount, you may want to review the resulting billing and adjustment amounts and modify it as necessary.
  5. Select
    Save
     to save your changes to the invoice.

This article applies to:

  • Product: DT Practice