Billing Reversal

Use this option to reverse a bill if an error is found after the bill is printed or to reverse a Special Amount Bill that has not been reconciled on a regular bill. The detail on the reversal bill is the same as the original bill, except that the billed amounts are now credits (or debits where the original amount was a credit) and the current Insertion End Date, if any, prints on the reversal bill.

The reversal Bill Date is the current date unless that is the same as the original bill date; In that case the reversal Bill Date is the next day. The reversal Bill Number is the same as the original bill number. See Billing Address for an explanation of how the address is retrieved for a bill.

To reverse one or more bills:

  1. Select Billing | Billing Reversal.

Billing Reversal Prompt

  1. Select Regular or Special Amount Bills by clicking the corresponding radio button.

  2. For each bill to be reversed, key the Client, Bill Date (MMDDYY) and Bill Number (without hyphens) of the original bill.

  1. Use the Add icon add.gif to add more rows, if needed. To quickly remove a bill from the request, click the check box for that row and click the Remove icon collapse.gif.

  2. Billing Output: PDF billing is the default. Click Output to Printer to use this method. The next time you request a Special Amount Bill, your choice of billing here, will display (persist) from this choice. Click to change output preferences.

  3. If billing to printer output, change the Report Formatting Options, if necessary.

  4. Click <Submit> to submit the reversal request.

  5. The Client Invoice Register is placed on hold. Refer to Work with Spool Files instructions on releasing held reports.