Invoice reversals

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Use invoice reversals to cancel unpaid invoices without affecting prior periods. Invoices can be fully or partially reversed, resulting in recovered WIP. Recovered WIP will be available for billing on a later invoice, and Practice CS will not treat it as new production.


  • You cannot perform reversals on invoices that feature progress billing.
  • If your firm has enabled security in Practice CS, you must have the following security permissions to review invoices and enter negative invoices or reversals.
    1. Menu > Actions Menu > Receipt and Adjustment Entry > Entry and Overview Tabs
    2. Data > Receipt and Adjustment Data > View
    3. Data > Receipt and Adjustment Data > Enter Receipt & Adjustments

To perform an invoice reversal, follow these steps.

  1. Choose Actions > Billing > Review tab.
  2. Select one or more invoices.
  3. Right-click and choose Create Invoice Reversal from the context menu.
  4. In the Invoice Reversal dialog, enter a date and reversal amount. You can also tell Practice CS to recover the WIP.
  5. Click OK.

Related topics

Billing overview

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