Create a Partial Reversal (Reverse Costing Rows)

If you have raised an Allocation style Invoice, it is possible to create a Credit Note (Reversal) for specific costing lines on an Invoice, rather than the full amount, this is called a Partial Reversal.

To Reverse specific line details:

1. Open the Project > Billing > Client Billing tab
2. In the Invoices and Credits table, click the ID of the Invoice
3. The Job Costings details will open on the right hand of the screen
4. Click the green CREDIT link next to the Unit Price column on the Billing line that you wish to reverse
5. Create a new Allocation style Billing Approval
6. Assign the credit costing lines (created above) to the new Billing Approval
7. Change the transaction type to a Reversal
8. Save

Please Note: This is not possible for Interim style Invoices, if you want to partially credit an Interim Invoice you should follow the steps to Create a Reversal, and raise a new Invoice for the desired amount.