Unissuing Bills

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 

WarningIf 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 

 

 

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

 
 

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


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

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

 

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