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How can you undo the release of billing schedule line item?

Posted on by 105

If a billing schedule line item is released in error, how can it be undone or corrected?

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  • Mike Moses Profile Picture
    Mike Moses 105 on at
    Re: How can you undo the release of billing schedule line item?

    Thanks, Adam, I appreciate your suggestions and will try to implement it.

  • Adam Leonard Profile Picture
    Adam Leonard 2,151 on at
    Re: How can you undo the release of billing schedule line item?

    there is no way to un-release the line.   instead the best option may be to just not bill it this month and wait until next month.   When the billings schedule line is released, it creates a line item in invoice and adjustment maintenance.   you could then choose to either write that line down (if you never intended to bill it) or just leave it there unselected (if you want to just bill it later). One thing to note... on the scheduled billings entry record, there is an "auto-create draft"checkbox.  if that is checked, then when you released the line, it would have been auto-selected onto a draft./invoice.   You would need to remove it from that draft in the invoice and adjustment entry screen.

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