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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.
  1. In the
    Billing
     screen, select the
    Review
     tab.
  2. Mark the checkbox next to 1 or more invoices that have the items you want to unbill, then right-click and select
    Open Selected
    .
  3. For each invoice, select the
    Time & Expenses
     tab. Mark the checkbox next to each time or expense item that you don't want to include on the invoice.
  4. Right-click and select
    Unbill 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.
  5. Select
    Save
     to save your changes to the invoice.

This article applies to:

  • Product: Practice CS
  • Subject: Billing