Reversing invoices that have picked up billable costs

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Margaret Lokmer
Margaret Lokmer Member Posts: 33 ✭
edited June 2020 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.

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  • Bruce
    Bruce Member Posts: 441 Professional Partner Professional Partner
    edited June 2020
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    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: 33 ✭
    edited June 2020
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    Thank you! Exporting it to Excel was my ideal solution. This will save so much time. Thank you!

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