Clearing Billing Decisions

Clearing billing decisions allows the reversal of a previous billing decision. This changes the transaction status back to unbilled and removes any previous billed status. The transaction is then available to select again for a different billing decision.

Notes: 

  • Clear does not remove any changes to the invoice description or internal notes.
  • Clear does not clear the applied progress amount.

ClosedShould I edit an invoice or clear the WIP billing decisions?

If you’ve made a mistake when creating a bill, or the reviewer of your bills has asked you to change how a bill was billed, you can redo the billing.

  • Using Clear. Clear billing decisions if you need to move some WIP items back to an unbilled status. If you need to create a replacement bill, bill the WIP again. After you select Clear, the WIP is marked with an unbilled status.
  • Deleting an Invoice. Delete an invoice if you find that you have billed a client that should not have been billed or you just want to start over. You can delete the invoice to remove the invoice and set the WIP back to unbilled.

To clear a previous billing decision, do the following:

  1. ClosedOpen the Billing Decisions window.
    1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
    2. Select the Clients, Client Billing Groups, or Projects tab.
    3. Locate the record you want in the grid and select Actions > Bill.

      Note: You can use search or filters to help you locate the records you need. To use search, enter a client’s or client billing group's name or ID in the Search and bill box. Click the client name if you see it, or press Enter. See Using the Billing & Invoicing Filters for information about filters.

  2. Select WIP items to clear by selecting the check box in the first column.
  3. Click Clear to remove the billing decisions.
  4. Click Save.