How to Disable Invoicing

The following will require two steps: disable invoicing, and remove invoices from a return. A default billing schedule is required, so check in Office Setup/General.

To disable invoicing

NOTE: When disabling invoicing, the program will not calculate itemized billing amounts. Many partners request this to have ability to enter their prep fee on a bank account.

1. From the Setup menu, click Billing Setup.

2. Select the Disable Invoicing check box.

3. Click OK.

To remove invoices by reloading billing on existing returns

NOTE: On all returns created after disabling invoicing, no invoice will be present. To remove the invoice from existing returns, you will need to reload billing.

1. Open the return in question.

2. On the Return menu, click Re-Load Billing, and the invoice will be removed.