Time + Material - Reverse Time + Material Billings

Use Reverse Billings to correct billing data that has already been transferred to Accounts Receivable (using Update T+M Billing). For exmaple, if you find that you have misbilled a customer or a customer disputes a charge.

When you reverse a billing, the system does the following:

  • Creates a credit memo for the specified transactions

  • Removes the transactions from the billing history file and returns them to unbilled status

The transactions are then available to select or deselect for billing. You can also make any other necessary modifications to the bill prior to reissuing the invoice.

  1. Select Time + Material > Data Entry > Reverse Billings.

    For field descriptions, see Reverse T+M Billing.

  2. Enter the job.
  3. Enter the billing number to reverse.
  4. Click Continue.
  5. The system creates a credit memo for the customer, and all transactions on that billing are no longer marked as having been billed. Time + Material - Select Transactions for T+M Billing for a new billing as needed.