Modifying a finalized billing invoice

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

To delete or make changes to a billing invoice that was printed or to a fee that was created as final (as specified in the Setup > Clients > Billing tab), follow these steps.

  1. Choose File > Print Billing Invoices and click the Finalized tab. By default, this tabbed page lists all invoices that have been printed and all fees that were created as final. However, you can filter the list of invoices.
  2. Mark the checkbox next to all invoices you want to modify or delete.
    • To select all invoices for a client, mark the checkbox next to the client ID.
    • To select specific invoices for a client, click the plus sign next to the client ID to display the list of invoices created for that client, and then mark the checkbox for each invoice you want to modify or delete.
  3. After you have selected the invoices, click the Revert button. The application removes the invoice or fee from this tab, reverses the liability, and creates an unprinted billing invoice that includes the selected fees for the client. The unprinted invoice will be included in the File > Print Billing Invoices > Unprinted tab.

    Note: To revert an invoice that has already been paid, you must first delete the check or payment from the Actions > Enter Transactions screen.

  4. Make any necessary changes to the invoice and then print or finalize the updated invoice.

See also

Printing billing invoices

Reprinting a printed billing invoice

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