Reversing invoices that have picked up billable costs

Margaret Lokmer
Margaret Lokmer Member Posts: 29 Reckoner Reckoner
edited June 16 in Accounts Hosted
A predecessor generated an invoice that picked up billable costs. This needs to be reversed so the one invoice can be created into separate invoices. Is there a way to reverse this invoice and re-instate the billable costs that appear on here. Otherwise it is a nightmarish 8 page long invoice.

Comments

  • Bruce
    Bruce Member Posts: 447 Professional Partner Professional Partner
    edited June 2020
    My understanding is that once you have created an invoice with billable costs, that "that is it."
    Not the answer you were looking for.   

    I suggest that you:
    1. run a "transaction detail by account" report for the client and period concerned
    2. export the report to excel
    3. modify the report to a format that works for you and which only includes the billable items.  Make sure you exclude your fees
    4. create an invoice with text along the lines of "billable costs - see attachment"
    5. send both to the client
    Not elegant but it should still be quicker than typing up an 8 page invoice
  • Margaret Lokmer
    Margaret Lokmer Member Posts: 29 Reckoner Reckoner
    edited June 2020
    Thank you! Exporting it to Excel was my ideal solution. This will save so much time. Thank you!
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