Unissuing Bills

If you need to unissue a bill, in order to make changes, you can do this by going to the Matter -> Financial -> Bill 

If you have a Quill, QuickBooks or Xero accounting software integration turned on, you will not be able to unissue bills. With Xero integration, only bills previously deleted or void in Xero can be unissued in Thread.

If you have a payment linked to a bill, and your firm has set up mandatory link to bills on payments, you will not be able to unissue bills.

1. Select the Bill you need to Unissue and click the ellipsis button or do a right click then click Unissue Bill.

 

 

2. 2. A pop-up will appear, click OK. 
    

 
 

3. 3. Your bill will now be ready to make necessary changes. 
   

If the bill you are un issuing has payment/s linked to it, the link to the bill in the payment/s will be removed.

If the bill was moved from the Financial - Bills page to Documents page of a matter, and was then unissued - the old bill document will be deleted from the Documents tab once Un issued. You can copy the document prior to unissuing the bill to keep the old bill document copy on the matter if needed.

To find out more about billing with Thread, go to Billing - Overview. 

 

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