Unpaying a Bill in DTAX

🟢 Audience: Training

Remove the payment date from the bill, choose whether to recalculate, and save to mark the bill unpaid

Bills may need to be unpaid for various reasons—such as when a bill is sent to litigation or was saved with incorrect fee amounts. Follow these steps to unpay a bill in DTAX:

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1. Locate the bill

• Search for and open the bill in DTAX.

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2. Remove the payment date

• Click the Date Paid/Exon field.

• Delete the payment date shown.

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3. Confirm recalculation

• Press Tab to move off the field.

• A message will appear:

  “Do you wish to recalculate this bill?”

• Select Yes if recalculation is needed, or No if not.
  (In most cases, recalculation is not required.)

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4. Save the changes

• Click Save at the bottom of the screen.

• The bill is now marked as unpaid.

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🔑 Notes

• Use this function carefully, especially if legal or fee-related corrections are involved.

• Always verify changes before saving to avoid discrepancies.