Click on the Clients tab

Choose Client

1. Search for your client

2. Click on client's First or Last name


1. Click on Billing.

2. Click on Items.

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

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. ** (Recommend for reporting purposes)
  • Custom Date -Enter your own date.

3. Click on Submit.

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