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Undo Bill - Overview

Use the Undo Bill feature to reverse a bill and return fees, time entries, and disbursements to an unbilled status. PCLaw reverses charges on the Client Ledger and adjustments that you make at billing when you undo a bill. Use the Undo Bill feature for some of the following purposes:

• Common Messages that Appear when You Undo a Bill
• Undoing a Bill using the Register
• Undoing a Bill using a Range of Invoice Numbers
• Undoing a Bill using a Range of Dates
• Undoing a Bill in a Closed Month

Take the following steps to undo a single bill:

1. Click Billing and select Undo Bill... to open the Undo Bill window.
2. Enter a matter number in the Matter box or leave it blank to show invoices for all matters.
3. Enter a client number in the Client box or leave it blank to show invoices for all clients.
4. Select Single Invoice.
5. Enter an invoice number in the Invoice box.
6. Click OK to undo the bill.
7. Click OK at the Billing successfully reversed prompt.