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How to Reverse Billing

This guide will show you how to reverse the billing of an item, reverse the billing of an item in the shopping cart, and reverse the billing of an item on an invoice.

How to Reverse the Billing of an Item

This section will show you how to reverse the billing of an item.

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client

2. Click on client's First or Last name

Billing

1. Click on Billing.

2. Click on Payments.

3. Click the U-Turn icon to the far left.

Confirm Item Reversal

Confirm Item Reversal

1. Enter your reason for reversing the billing item.

2. (Optional) You can choose to change the revenue date of the reversal.

  • Today's Date - The current day's date.
  • Original Billed Date - This is the date of when the revenue was originally created.
  • Custom Date - Enter your own date.

3. Click on Submit.

How to Reverse the Billing of an Item in the Shopping Cart

This section will show you how to reverse the billing of an item in the shopping cart.

Shopping Cart

Shopping Cart

Click on either Shopping Cart

Note: The cart containing the globe will handle all the uninvoiced items created by all users in that location. Notice that the numbers highlighted in red are the amount of uninvoiced items present in the cart. The cart without the globe handles all uninvoiced items created by the individual user that is currently logged on.

Reverse Billing

1. Check the box of the item you wish to reverse.

2. or 3. Click on Reverse Billing

Note: You can also reverse a single billing item by clicking the u-turn icon to the right of the check box.

Confirm Item Reversal

Confirm Item Reversal

1. Enter your reason for reversing the billing item.

2. (optional) You can choose to change the revenue date of the reversal.

  • Today's Date - The current day's date.
  • Original Billed Date - This is the date of when the revenue was originally created.
  • Custom Date - Enter your own date.

3. Click on Submit.

How to Reverse the Billing of an Item on an Invoice

This section will show you how to reverse the billing of an item on an invoice.

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client

2. Click on client's First or Last name

Billing

1. Click on Billing.

2. Click on Payments.

3. Click the pencil icon to the far right, under the edit column of the invoice you wish to void.

Invoice

Click the U-Turn icon to the left of the billing item.

Confirm Item Reversal

Confirm Item Reversal

1. Enter your reason for reversing the billing item.

2. (optional) You can choose to change the revenue date of the reversal.

  • Today's Date - The current day's date.
  • Original Billed Date - This is the date of when the revenue was originally created.
  • Custom Date - Enter your own date.

3. Click on Submit.

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