Reverting an Invoice Edited in Advanced Editing Mode

If needed, you can revert an invoice that has been edited in Microsoft® Word or Adobe® Acrobat® back to the original Practice-generated invoice. If you revert an invoice, any edits you made with Word or Acrobat® will be lost.

1. Open the Invoices list.

   Note: You can also access invoices from the Clients or Projects list.

   1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
   2. Click either the Clients or Projects tab.
   3. Click  next to a client or project to display the invoices for that client or project.
2. Click Actions > Download/Upload > Reset invoice next to the invoice you want to revert.

   Note: Invoices that have been uploaded after editing in Word or Acrobat® display the icon next to the status column.

3. Click Preview.
4. Click Reset.