Disclaimer: The Invoice Reversal feature is available in Unity PMS version 4.20 and later. Before continuing, please confirm with your System Administrator whether your system has been updated to this version or if the feature has been enabled in your environment.
The Invoice Reversal process checks whether the invoice has an associated Pre‑Bill. If it does, you will be able to choose whether to remove or keep the Time Entries and Disbursements linked to that Pre‑Bill. If no Pre‑Bill exists, the system will still complete the invoice reversal successfully.
Scenario with a Pre-Bill Associated
- Open the invoice you are wanting to reverse and click on the Reverse Invoice button.
- A pop screen will be displayed with the message for confirmation of Invoice Reversal.
- When you click on the Confirm button, the message will be displayed with the choice for removal of Time Entries and Disbursements from the approved Pre-Bill.
Note: If you select Yes, attached Time Entries and Disbursements from the Pre-Bill will be removed. If you select No, attached Time Entries and Disbursements from the Pre-Bill will not be removed.
- Once you select either Yes or No and click Next, the Invoice will be reversed with a success message.
- When you click on the Finish button, the invoice will then display as REVERSED.
Scenario with either No Time Entries/Disbursements or Pre-Bill Not Approved
- Open the invoice you are wanting to reverse and click on the Reverse Invoice button.
- A pop screen will be displayed with the message for confirmation of Invoice Reversal.
Once you click on Confirm button, the Invoice will be reversed with the success message.
Click on Finish button. Then the Invoice will be displayed as REVERSED.