Unbill time and expenses
In
Detail Billing
, you can use the Time & Expense
tab to remove selected time and expense entries from billing after you've entered a bill amount. To unbill a time or expense item, follow these steps.- In theBillingscreen, select theReviewtab.
- Mark the checkbox next to 1 or more invoices that have the items you want to unbill, then right-click and selectOpen Selected.
- For each invoice, select theTime & Expensestab. Mark the checkbox next to each time or expense item that you don't want to include on the invoice.
- Right-click and selectUnbill Selected. The selected items are removed from the invoice, along with the allocated bill amounts for those items.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.
- SelectSaveto save your changes to the invoice.
