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. 

 1. Select the Bill you need to Unissue and Click Unissue Bill 

 

 

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

 
 

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

The old bill document will still show in the Documents tab of the matter, and you can delete it from there if needed. 

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

 

• Related Articles

• Issuing Bills

  You can issue a bill directly from a matter or from the Quick Create Button on Thread. Issuing bills from a Matter: 1. Click Matters in the left pane of your Thread page. 2. Search for the matter you want to issue a bill for and click the matter ...

• Billing - Overview

  With Thread, you can easily generate bills / invoices to clients for the time you have logged on matter documents, emails, calls, etc., or using a fixed fee for a matter (see issuing fixed fee bills). Use customised bill templates or sample templates ...

• Editing Bills

  Once you have created a bill, you can edit it at any time before it is issued to change bill name, or the hourly rate and Tax for items. 1. Click Matters in the left pane. 2. Select the matter you want to edit the bill for. 3. Under the Financial ...

• Issuing Fixed Fee Bills

  If you have selected your matter to have a fixed fee in the Financial – Settings tab of a matter, you can issue a bill without adding time to a matter. You must add the Description for the fixed fee which will show as the item included on the bill ...

• Expenses

  The expenses feature on Thread allows you to link an expense to a contact and a matter, keeping track of payments, you and your clients have made. Once an expense is created, you can copy it to another matter, modify it, and include it in a bill. ...