Reverting Billing Data for Invoiced Billing Events

You can revert billing data for a single billing event from the record page.

To revert billing data for a single billing event:

1. Open the billing event that you want to revert billing data for.
2. Click Revert Billing. A message displays explaining what happens if you continue. If an error message displays, fix the error and repeat this step.
3. Click Revert Billing. The related Accounting document is processed as detailed in Scenarios When Reverting Billing Data Automatically Processes Accounting Documents. If the Allow Delete Without Validation field is selected on the billing event, the Accounting document is not processed.

You can revert billing data for multiple billing events from the Invoiced Billing Events tab.

To revert billing data for multiple invoiced billing events:

1. Open the Invoiced Billing Events tab.
2. Select the billing events that you want to revert billing data for.
3. Click Revert Billing. If billing data cannot be reverted for one or more of the selected billing events, a warning message displays. If you continue, only eligible billing events are processed.
4. Click Revert Billing. The process starts in the background. The related Accounting documents are processed as detailed in Scenarios When Reverting Billing Data Automatically Processes Accounting Documents. If the Allow Delete Without Validation field is selected on a billing event, the related Accounting documents are not processed.

You might want to revert a single billing event item, without reverting its parent billing event. You can do this from the billing event item record page.

To revert billing data for a billing event item:

1. Open the billing event that contains the billing event item that you want to remove billing data for.
2. Edit the record, select the Allow Delete Without Validation field, and click Save.
3. Open the billing event item that you want to remove billing data for.
4. Click Revert Billing. The billing event item is now deleted and the related business record is reverted to a state where it can be billed again.
5. Ensure that the related Accounting document is up to date. Depending on the status of the Accounting document, do one of the following:
   • If the document is not posted, manually delete the relevant line item.
   • If the document is posted, manually create an opposite document with a single line item that cancels the relevant line item from the original document.

You might want to revert billing data for a business record. The end result is the same as reverting billing data for the associated billing event item.

You can do this from the record page of the following records:

• Budgets
• Expenses
• Milestones
• Miscellaneous adjustments
• Timecard splits

To revert billing data for a business record:

1. Open the billing event that contains the billing event item associated with the business record that you want to remove billing data for.
2. Edit the record, select the Allow Delete Without Validation field, and click Save.
3. Open the business record that you want to remove billing data for.
4. Click Revert Billing. The business record is reverted to a state where it can be billed again and the associated billing event item is deleted.
5. Ensure that the related Accounting document is up to date. Depending on the status of the Accounting document, do one of the following:
   • If the document is not posted, manually delete the relevant line item.
   • If the document is posted, manually create an opposite document with a single line item that cancels the relevant line item from the original document.

You might want to revert billing data for all the expenses in an expense report or all the timecard splits in a timecard. The end result is the same as reverting billing data for all the billing event items associated with the expenses or timecard splits included in the expense report or timecard.

To revert billing data for an expense report or timecard:

1. Open the billing event that contains the billing event items associated with the expenses and timecard splits that you want to remove billing data for.
2. Edit the record, select the Allow Delete Without Validation field, and click Save.
3. Open the expense report or timecard that you want to remove billing data for.
4. Click Revert Billing. The related expenses or timecard splits are reverted to a state where they can be billed again and the associated billing event items are deleted.
5. Ensure that the related Accounting document is up to date. Depending on the status of the Accounting document, do one of the following:
   • If the document is not posted, manually delete the relevant line items.
   • If the document is posted, manually create an opposite document with line items that cancel the relevant line items from the original document.