Reverse the invoice if it was posted incorrectly or if you want to repost it. Reversing the invoice will not reverse any expenses, disbursement payments or TPC, they will just become unbilled. The WIP will return to the matter as unbilled WIP.
You cannot edit or delete a reversed invoice.
Open the client and matter. In the matter, in the trust tab or the billing tab, double-click on the invoice you want to reverse.
In the below example, Invoice 001781 has three expenses. You can see they are billed as they have an invoice number in the Billed column.
Select 'Reverse'
NOTE: You can only reverse the invoice using a date from the current month. If the invoice is from a past month/year, the reversal will show on the current month’s budget and reports as a reversal.
When you reverse the invoice, you will get the message shown below.
If posted in the current month, the bill reversal date will default to the date the bill was originally posted. If posted in a previous (closed off) month, the bill reversal date will default to today's date. Type in a detailed narration.
The matter will show the reversed invoice as a debit for the fee amount only. The green arrow shows the reversed invoice and the expenses become unbilled
The invoice shows as reversed for the total amount in the billing tab