Deleting a Sale that has been reversed
Hi, We had 2 x invoices that were paid for by clients; however then required a refund. I followed the info online and reversed the sales, then processed a refund via settle credits. My issue now i...
Reversing out an invoice that has come from an activity slip will cause the activity slip to be not marked as paid thus re-appear back into the Prepare TimeBilling Invoices window.
If you are not wishing to have that activity slip re-appear back into the window, you want to complete the following:
- Navigate to the corresponding activity slip
- Within the Enter Activity Slips, update the adjustment field (far right) to be the negative amount of Hours. This should make the Billable value 0.00
- Select Save
If you don't wish to update the Adjustment field you can also use the Already Billed to achieve the same result - just has to be a positive value for that one.
