Unsubmit Invoices (Batch Billing)

If the status of an invoice or group of invoices for a project is Submitted, Approved, or Rejected, you can unsubmit the invoices to reverse the submission and start the approval process over.

If you just need to make changes to the detail and start the approval process again, you do not need to unsubmit. Instead, make the changes and then submit the invoice again. This is the most common procedure when an invoice is rejected with comments outlining what needs to be changed to be approved.

To unsubmit an invoice:

1. From the Navigation menu, click Billing > Batch Billing.
2. Click Tools > Unsubmit to open the Billing Session Options dialog box.
3. Click Search in the Select Specific Projects field to open the Project Lookup and select the projects that include the submitted invoices that you need to unsubmit. The projects that display are only the projects that:
   • Are in the active company.
   • Your security role can access.
   • Include submitted invoices.
4. Use the Approval Status options to further refine the search criteria for the projects selected in the Select Specific Projects field.
   • Submitted — Select this option to only include submitted projects. This option is selected by default.
   • Rejected — Select this option to only include rejected projects. Note that if there are comments associated with the rejected projects, these comments are removed from the project's history when they are unsubmitted.
5. Click Run to run the Unsubmit process for the invoices that are associated with the selected project(s).