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


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 Invoices.

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


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

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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