You need to unpost a bill to edit, modify or delete it.
You can unpost the bill in various ways.
- On the Posted Bills page.
- On the Bill/Invoice its self.
Warning - It is possible that payments will be removed during this process, make sure to add them back if needed.
If you are using interest and want to recalculate it select the check box.
1. On the Posted Bills/Invoice page, select the invoice by right clicking the menu icon.
2. On the Bill/Invoice, select the top left 'Bill Actions' button and select 'Unpost Bill'.
When Unposting you will be asked if you want to Recalculate Interest, and leave payment on the pre-bill
If you do not check 'Leave payments on the pre-bill' any payments will be unapplied!
Possible issues you can run into when un-posting:
If you run into this below error, it means there was another invoice posted in front of it. Use the Matter Ledger to determine which one it might be. This will also need to be unposted.