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This article applies to:

  • Product: Practice CS
  • Subject: Billing,Invoices

Edit an invoice

Use the
Review
 tab in the
Billing
 screen to edit an invoice before it is approved or posted.
Before you edit an invoice, complete any of the following actions that apply:
  • If the invoice has one or more receipts applied, unapply the receipts first. A prompt displays the control dates on which the receipts were entered.
  • If your organization uses the billing approval process and the invoice has already been approved or posted, unapprove and unpost the invoice first.
  • The staff ID of the person who approved or posted the invoice appears in the
    Approved by
     and
    Posted by
     fields.
  • Staff members with security permissions to approve and post invoices can edit some invoice information without first unapproving or unposting the invoice. To do this, clear the
    Unapproved only
     and
    Unposted only
     checkboxes, and then select the approved or posted invoices.
  • If the invoice was previously printed or exported, remove it from the print or delivery queue before you edit it. To do this, right-click the invoice and select
    Remove
    . When prompted, confirm the removal.
Use the following steps to edit an invoice.
  1. Select
    Actions
    , then
    Billing
    .
  2. Select the
    Review
     tab.
  3. Select the checkbox for each invoice that you want to edit.
  4. Right-click the selected invoice or invoices, and then select
    Open Selected
    .
  5. The selected invoice opens in the
    Detail Billing
     screen, regardless of the billing method that was used to create it.
  6. Make the necessary changes.
  7. Select
    Save
    .
The application returns you to the
Review
 tab.
note
  • If you change the invoice format, any changes made in the
    Compose
     screen are lost.
  • If you originally selected only some of the engagements when the invoice was created, unbilled WIP for the client's engagements appears on the
    Time & Expense Entry
     tab when you open the invoice from the
    Review
     tab.
  • If you bill an item on the
    Time & Expense Entry
     tab that was not billed previously, the item order on the
    Compose
     screen returns to the default order.

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