Practice CS
You can undo changes you have made in Detail Billing (billing amounts, adjustments, and so on) before you have saved the invoice. Follow these steps to cancel an invoice.
- Detail bill a client by time & expenses or in summary.
- Before saving the invoice, click the Cancel button to undo all changes.
- Click Yes to confirm that you want to cancel all changes.
Note: Clicking Cancel will either open the next selected client in Detail Billing, or if no other clients are selected, return you to the Billing screen.
If you have already saved the invoice but need to edit or delete it, see the appropriate topic below for more information.
Related topic: Invoices overview
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |