Billing

Unposting an invoice

If you have security privileges to approve and post invoices, you can follow these steps to unapprove and unpost invoices.
note
If the invoice has receipts or adjustments applied, you will get the following error message:
The following invoice(s) could not be modified: Invoice # – The invoice has receipts and/or adjustments applied.
 You must unapply the receipts or adjustments before you can unpost the invoice.
  1. Choose
    Actions
     >
    Billing
     and go to the Review tab.
  2. Clear the
    Unapproved only
     and
    Unposted only
     checkboxes.
  3. Mark the checkbox for each invoice that you want to modify.
  4. Right-click and choose
    Unapprove Selected
     from the context menu.
note
The
Unapprove Selected
 command reverses both the approval and posting of the selected invoices. If you only need to unpost, choose the
Unpost Selected
 command.

This article applies to:

  • Product: DT Practice