How do I edit invoices in BillQuick?

The Edit button on the Invoice Review screen will allow you to make some changes to an invoice without having to re-process it. If you want to change items that will modify the invoice accounting, then follow these steps:

 

1. Select the invoice you would like to modify. You may want to make a note of the invoice number if there have been invoices since this one was created. We highly recommend printing it prior to working on it.

Note: You can change the invoice number and date if the invoice has not been posted.

 

2. If the invoice has been posted but not paid, select Tools > Change.

 

3. On this screen, you can unpost an invoice that has not been paid, and change any assigned templates or memos.



Any other changes to the invoice must result in the transaction being redone.  One exception would be in the event of progress billing. Refer to the KB article about associating time or expense entries with an invoice that has been previously billed.

If there are any other changes that need to be made to the transaction, then it must be reversed and recreated. To do so:

1. Click on the "Reverse" button on the toolbar. If you do not have access to the Reverse button, then you don't have proper permission to edit invoices. This will put the invoice back in the Billing Review screen where you can make changes to the invoice.

2. When all changes are made, type the invoice number in the Invoice # field and change the date to the correct billing date.

3. Mark the item for 'Bill' and process it. The invoice is now ready for billing after the changes.

Note: It is recommended to make changes in the Sheet View and Expense Log screens prior to processing it in the Billing Review screen.