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Firm billing and fees

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:
  1. Select
    File
    ,
    Print Billing Invoices
    , then the
    Finalized
     tab. 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.
  2. 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.
  3. After you've selected the invoices, select
    Revert
    . 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 the
    Print Billing Invoices
     screen.
  4. Make any necessary changes to the invoice then print or finalize the updated invoice.

This article applies to:

  • Product: Accounting CS

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