![]() ![]() The bill cannot be unposted unless the client payment is deleted first. ![]() If you have already entered a client payment paying that bill.In addition, unposting a bill can require a substantial amount of repetitious labor, if any of the following are the case: The reason for this is that, whether it included an error or not, if the bill was sent to the client, it is part of your billing history, and a record of it should be maintained. If you have already sent the bill to the client, we recommend treating that bill as finalized, and simply adjusting their billing for the next billing cycle ( see below ). ![]() Only the most recent invoice on a matter can be unposted. Highlight the bill, then click Unpost.Enter either a Matter Number, or simply enter the Start Date and End Date if you would like to unpost multiple bills in batch.The only situation where we recommend unposting a bill is if you have just posted the bill and found the error, but not sent the bill to your client yet. Unposting a bill should NOT necessarily be your go-to. If a bill is unposted, any time tickets that appeared on the bill re-appear as unbilled time tickets in your time tickets browse, and any costs and adjustments return to an unbilled status. IndexĪbacus Accounting does allow unposting bills that have already been posted. We strongly recommend reviewing every bill for accuracy BEFORE posting the bill, regardless of the size of the billing run! Human error (or unexpected program calculation) is always a distinct possibility, and correcting errors before the bill is posted is MUCH easier than afterward, and avoids embarrassment or liability with your clients. What do you do if you (or your client) found an error on a bill that you had already posted? Read on for an explanation of how best to handle this situation. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |