Article ID: 7910
Error Message:

Invoice Cannot be Undone Because there have been Payments Made



Problem Description:

PCLaw® restricts you from undoing a bill that has allocated payments.

Suggested Action:

Use the Payment Allocation Listing to find and remove the allocated payment and then undo the bill from the Undo Bill window.

Take the following steps to remove payments and undo a bill:

  1. Click Reports, select Accounts Receivable, and Payment Allocation Listing... to open the Payment Allocation Listing window.
  2. Enter the matter number for the invoice you want to remove in the Matter box.
  3. Select Output options.
  4. Click OK to generate the report.
  5. Locate the payment to the invoice you want to remove and double-click the entry to open the Correct-General Receive Payment or the Correct Trust-to-General Transfer window.
  6. Record all details about this payment for future reference.
  7. Click Remove.
  8. Click Yes at the Are you sure you want to delete this entry prompt.
  9. Click Billing and select Undo Bill... to open the Undo Bill window.
  10. Enter the matter number for the invoice you want to remove in the Matter box.
  11. Select Single Invoice.
  12. Enter the invoice number that you want to undo in the Invoice box.
  13. Click OK to undo the bill.
  14. Click OK at the Billing successfully reversed prompt.