View all voided invoices for a set time period

Lists all invoices voided within a specified period, from oldest invoice to most recent

Lesson #59
Receivables – Voided Invoices function

Quickly see which invoices were voided today, or use search criteria to find all invoices voided within a specified period, from oldest invoice to most recent.

The default view is all invoices that were billed and voided today. To find other voided invoices you can use a different date range and search by:

  • Invoice date
  • Date the invoice was posted
  • Date the related transaction was posted
  • Date the invoice was voided

You can limit the results to those of one or several of your company’s business units.

See important details upfront

In the results returned, you can see at a glance:

  • Invoice number
  • Invoice date
  • Invoice amount
  • Resource pay (so you can void the resource’s pay if that is your policy)
  • Any sales tax charged
  • Void date
  • Who in your company voided the invoice
  • (If it was re-billed) the re-billed invoice number
  • Firm billed
  • Relevant contact at the firm
  • Job number
  • Job date
  • Related case
  • Your company’s assigned business unit

You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order).

View & edit individual invoices

You can drill down to see details about an individual invoice, such as:

  • Services ordered
  • Related resource pay
  • Sales commissions
  • Any payments or other receivable transactions
  • When the void was made

You can edit some details, upload/download files, and makes notes in the log.

Export the list of voiced invoices as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications. You can also export individual invoices’ breakdowns of charges for service items ordered and what resources were paid for them, payments or other transactions to date, list of files in the invoice’s repository, and the notes log.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Lists all invoices voided within a specified period, from oldest invoice to most recent.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Contact: Person who works for a firm you do business with.

Firm: Business you provide services to, usually law firms.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB. More >

Repository: Where you store files in RB for safekeeping and quick retrieval.

Resource: Person or thing that provides your business with a service.

Service items: Regular charges that you bill to your clients.

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