Change a finalized billing invoice
Do the following to delete or make changes to a billing invoice that was printed or to a fee that was created as final:
- SelectFile,Print Billing Invoices, then theFinalizedtab. By default, this tabbed page lists all invoices that have been printed and all fees that were created as final. However, you can filter the list of invoices.
- Mark the checkbox next to all invoices you want to modify or delete.
- To select all invoices for a client, mark the checkbox next to the client ID.
- To select specific invoices for a client, select the plus sign next to the client ID to display the list of invoices created for that client, then mark the checkbox for each invoice you want to modify or delete.
- After you've selected the invoices, selectRevert. The application removes the invoice or fee from this tab, reverses the liability, and creates an unprinted billing invoice that includes the selected fees for the client. The unprinted invoice will be included in the Unprinted tab on thePrint Billing Invoicesscreen.noteTo revert an invoice that's already been paid, you'll need to first delete the check or payment from theEnter Transactionsscreen.
- Make any necessary changes to the invoice then print or finalize the updated invoice.
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Error: One or more of the invoices selected to revert has been paid and will not be reverted
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