Tag Archives: Voided Invoices

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.

Listed under Function, Lesson, Receivables | Tagged , , ,
Lesson #47
Manage accounts receivable

Receivables is another large module in RB with functions for accepting and crediting payments, assessing additional charges, correct invoices, monitor accounts receivable, and perform collections. In this module, you can:

  • Credit and track client payments. Apply a payment to multiple invoices at once. Apply retainers and payments via checks, PayPal or credit cards.
  • Keep track of retainers. If a client has a retainer, it automatically appears when crediting payments from that client so you can apply it.
  • Enter credits, discounts, overpayments, and other adjustments.
  • Balance transactions and post payments.
  • Enter non-cash transactions, such as credit and debit memos, duplicate payments, refunds, miscellaneous income, voids, and write-offs.
  • Acknowledge client payments with emailed receipts.
  • Provide resources with billing reports instead of invoices to see what they can expect to be paid for work they have done.
  • Assess finance charges.
  • Include PayPal and credit card processing fees.
  • Run daily register reports.
  • Print or email monthly journal reports to your accountant. Get an instant snapshot of accounts receivable for any date.
  • Send clients monthly statements via email or regular mail.
  • View monthly client activity reports. View all paid or voided invoices for a set time period.
  • Find overdue invoices.
  • Send clients detailed collection letters.
  • Monitor collection efforts using reports, follow-up alerts, collections notes log, and copies of disputed or unpaid bills you can pull up from the central repository and email to clients from within RB.

Receivables functions by name

TL;DR: Apply payments and perform other accounts receivable tasks, including collections.

RB concepts in this lesson

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred.

Listed under Module, Modules, Receivables | Tagged , , , , , , , , , , , , , , , , , ,