Doc Summary
Overview
This guide shows you how to unfinalize, edit, and reprint invoices in CMPOnline. Keeping your billing ledger accurate is important, so use these step-by-step instructions whenever you need to fix billing mistakes or manage updates.
Unfinalizing a Bill
Unfinalizing allows users to reverse a finalized bill back to an editable format. This is necessary when an invoice contains errors that must be resolved.
- Navigate to Accounting > Billing > Open Bills.
- Locate the bill needing modification.
- Click the Unbill button.
- From the grid, check the entries needed, or choose Select All to unfinalize the entire bill.
Note: If you need to edit a bill, we highly recommend selecting all items to unbill. However, if you just want to delete a specific entry entirely, you can unbill only that single item, delete it, and then reprint the bill. - Click Unfinalize Bill and confirm by clicking OK.
Editing and Rebuilding Invoices After Unfinalizing
Once items have been successfully unfinalized, they return to the unbilled ledger where they can be corrected or deleted.
To Edit entries
Note: Again, it is advised to unfinalize all billing entries prior to this step.
- Navigate to Case File > Financial > Billing > Unbilled.
- Select the entry and click edit to modify.
- Once all entries have been edited accordingly, print the bill with your adjustments by navigating to Accounting > Billing > Print Bills and verify accuracy.
To Delete entries
- Navigate to Case File > Financial > Billing > Unbilled.
- Select the entry and click the delete button.
- Once all entries have been deleted, reprint the bill by navigating to Accounting > Billing > Open Bills and verify accuracy.
Void Finalized Bills
Once a bill has been voided, it will no longer be considered an active bill and will be excluded from billing processes and reports.
From the Case File Menu:
- Navigate to Case File > Financial > Billing > Billed.
- Select the bill you wish to void, then click Void Selected Bill in the bottom left corner of the grid.
- When the Void Bill? confirmation window appears, click OK to complete the process.
- Verify that the bill status has been updated to ensure the bill was successfully voided by navigating to Case File > Financial > Billing > Voided.
From the Accounting Menu:
- Navigate to Accounting > Billing > Open Bills.
- Find the finalized bill you wish to void, then click the Other drop-down menu and select Void.
- When the Void Bill? confirmation window appears, click OK to complete the process.
- Verify that the bill status has been updated to ensure the bill was successfully voided by navigating to Accounting > Billing > Voided Bills.
NOTE: If you need to restore a voided bill, navigate to Accounting > Billing > Voided Bills. Locate the bill you wish to restore and click Un-Void next to the bill. Once the bill has been un-voided, it will be returned to the Accounting > Billing > Open Bills screen and will again be available for normal billing processes.
