If there is an error within an invoice that has not been sent to the client, it is possible to ‘unbill’ the invoice to generate it again.
- Open the invoice by clicking on the invoice number (From the Charges tab/Invoices screen of Finance Report
- Click the red ‘Unbill’ button in the bottom left of the Invoice details section
- On the confirmation screen tick
> Click ‘Cancel’ to abort OR
> Click ‘Confirm un-bill’, then ‘Unbill’ to unbill the invoice.
Any charges within the invoice will be marked as ‘Not Billed’ again.
The invoice number will be released and made available to select when re-billing at Step 3 of the Billing Wizard. (See ‘Generate an Invoice’).
Note: If the invoice has been marked as transferred to a third party accounting software if it not possible to unbill the invoice in Equinox. You would need to mark the invoice an not Transferred to unbill the invoice.
Please note that you may need to delete the invoice from the third party accounting software also.