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How to reverse Time and Material invoice.

  • 25 November 2022
  • 9 replies
  • 197 views
D
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I need help reversing a time and material invoice which has an incorrect date.   When I go to the ProForma invoice to do a correction, it is telling me “You cannot make corrections to the pro forma invoice because it has at least one time and material line”.  All lines are time and material.  How do I reverse this invoice, is there another way?  I have looked everywhere for an answer, please help. 

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Best answer by Heidi Dempsey 28 November 2022, 23:09

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Kandy Beatty
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HI @Deanne 

Can you share a screenshot of what you are seeing?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
D
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Userlevel 1

Hi Kandy,

Thank you for reaching out. Not sure which screenshot you would like to see.  I have attached the error but I can send more information, just let me know what you need. :)

 

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Heidi Dempsey
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Userlevel 7
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@Deanne  I am assuming since this is a T&M, you are not using the AIA correct?  As long as you are not, you can do a credit memo in AR to get new PM Transactions to re-bill. 

D
Rank
Userlevel 1

Hi Heidi, 

Sadly, we are using the AIA report.  We tried using the AR credit memo but our costs are now not available to rebill.  Any other ideas?  I will try anything.

Heidi Dempsey
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Userlevel 7
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@DeanneI think we need a case so we can look at the data.  Credit memo for T&M billing does create new transactions for billing.  I will contact you to discuss

Chris Hackett
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Hi @Deanne  were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
D
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Hi Chris, yes, Heidi was most helpful.  I really appreciate you following up!

T
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Userlevel 3
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Hi, I get the same issue, can someone help me with it ?

Heidi Dempsey
Rank
Userlevel 7
Badge +2

@trungrigshop What is the issue you are having?  Correct Pro Forma is only for Progress Billing invoices.  T&M invoices need to be reversed in AR.  Hope this helps

A
Rank

We successfully reverse AR T&M invoices that were created with a proforma. The transactions then appear back on the project for new billing.

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