How to Reverse a Bill

To reverse a bill:

1. Click on Clients & Matters and select a client.
2. Click on Bills & Payments tab.
3. Select a bill you want to reverse .
4. Make sure that the status of the bill is unpaid.
5. Right click on the bill > Reverse or click the dropdown and select Reverse.
6. Select an appropriate date of reversal.
7. Enter the reason of reversal in the memo field.
8. Click on Reverse.

A confirmation of the reversal will display.

Once a bill has been reversed the original Bill will have a status of Reversed with an audit trail for transparency.

Review the Bills & Payments tab and ensure that the option to Show reversed transactions is selected to view the reversed transaction.

A reversal cannot be undone or reversed.  However, the bill can simply be recreated with the same details as before to replace the reversed transaction.