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Reversing a bill

You can reverse bills from past periods if they’re unallocated.

To check if a receipt is allocated, select the Processing menu and choose Edit invoices.

To check if you can deallocate allocations, select the Processing menu and choose Receipts.

Reverse a bill

  1. Select the Processing menu and choose Billings.

  2. Hover over the New Batch button, select the drop-down icon and choose Reversal.

    Billings New Batch menu options including Reversal

  3. Complete the New Reversal Item fields and save your changes.