Unissuing Bills
If you need to unissue a bill in order to make changes, you can do this by going to the File -> Financial -> Bills
If you have a Quill, Quickbooks, or Xero accounting software integration turned on, you will not be able to unissue bills.
1. Select the Bill you need to Unissue and Click Unissue Bill
2. A pop-up will appear, click OK.
3. Your bill will now be ready to make necessary changes.
Note: The old bill document will still show in your File activities, and you can delete it from there if needed.
To find out more about billing with Thread, go to Billing - Overview.Related Articles
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If you have selected your file to have a fixed fee in the Summary page, you can issue a bill without adding file activities. You must have linked a primary client to the file. 1. Click Files in the left pane. 2. Select the file you want to create a ...Quick Bill
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