How Do I Reverse or Delete Invoices?

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You can process invoices in the Billing Review or Manual Invoice screen. After that, you can review, edit and finalize them in the Invoice Review screen. However, Web Suite prevents you from reversing an invoice if it has late fee invoices linked to it or if it belongs to an accounting period that has been closed.

 

To reverse or delete a processed invoice:

 

  1. Open the Invoice Review screen from the Billing menu.
  2. Apply the desired filters for selective viewing of invoices. Click Refresh.
  3. Review the invoices and select the one to modify or reverse by checking the box on the left.
  4. Click Action and select Reverse to delete the invoice. Reversing an invoice cancels your billing decisions and puts the time and expenses back into work-in-progress for later billing.
  5. The selected invoice disappears from the grid. You can view the billing record for the reversed or voided invoice in the Billing Review screen and re-process it after modifications. (If you missed deleting any associated payments, Web Suite displays a message.)
  6. When you have finished, click Close.