Reversing billing adjustments

 

Simplified menu - Click Daily Activities, Create Bills, Enter/Modify Bills

Standard menu - Click Billing, Modify Bills

Classic menu - Click Posting, Fee Bills

 

Use this program to reverse billing adjustments entered using the Enter/Modify Bills program.  To reverse a bill entered using the Create Bills program, read Reversing bills entered in the Create Bills program for information.  To reverse a bill to which a receipt, write-off or trust or retainer transfer to A/R was applied, reverse the receipt, write-off or payment first.

  1. Click Reverse, and select the Client/Matter.

  2. Click Bill Number or press F5 to display a list of bills.  Select the bill to reverse by double-clicking it or by clicking once and pressing Enter.

  3. Enter the Date for the reversal.  You may want to use the same date as the original entry or you may prefer to use the current date.  Confirm when the original entry was entered and consider how the reversal will affect your reports.  For example, the original entry may appear on your previous month-end reports and the reversal may appear on the current month-end reports.

  4. Click Save image\save20x20.gif.

  5. Click Post image\done16x16.gif.