![]() You can export this view to excel by clicking on More on the right-hand side of the screen. Go to your billing menu in the main menu bar and click on Bill list - this will give you a list of every invoice in your system and any write-offs. If you would like to find a list view of write-offs that you can easily export to Excel. You can find matter-specific write-offs in the matter billing screen (calculator) in the matter itself under Payments and Write-Offs. Other than the write-off report found above. To see a report on any write-offs that have been made please see: Write-Off Report Broken Link ArticleĪ. When you are satisfied with your settings, click on the 'Save' button to process the write-off and apply it against the selected bills. To cancel an invoice on the desktop experience, find the invoice in your list of invoices and click the More Options icon on the right side of the screen. The amount that you would like to write off. The accounts receivable date of the invoice The invoice number that you are writing off - partially or in full. When set to (Auto) it will auto-allocate based on the GL account(s) from the Invoice. This is the GL account to use when posting the Disbursement write-off GL entries (if any) for the accrual Invoice. ![]() This is the GL account to use when posting the fee write-off GL entries (if any) for the accrual Invoice. Choosing a client will then populate the section underneath with a list of any invoices associated to that client that have outstanding amounts. Choosing a matter will then populate the section underneath with a list of any invoices associated with that matter that have outstanding amounts.īill/Invoice: If you select 'Invoice' from the drop-down menu shown above, you'll be asked to select a specific invoice number, and the write-off will only be made against that one invoice.Ĭlient: If you select 'Client' from the drop-down menu shown above, you'll be asked to select a client from the adjacent drop-down field. Matter: If you select 'Matter' from the drop-down menu shown above, you'll be asked to select a matter from the adjacent drop-down field. We suggest creating one for fees and another for disbursements. ![]() TIP: You can create dedicated general ledger accounts to capture these write-off amounts. ![]() Once you have clicked on write-off you will be taken to this screen. ' if the menu isn't already expanded, and select 'Write-off' from the 'Billing' section. To create a write-off, click on the 'Global Create Button', click 'Show all. Write-offs are only available for Practice Pro + Accounting databases and are not available when integrated with Xero/Quickbooks.Ī write-off allows you to reduce the outstanding amount on an open invoice/bill, in the event that you are not able to reclaim the amount outstanding. You can either drag a file, chose a file from your desktop or. In this article, you will learn how to write off outstanding amounts on invoices and the outcome of write-offs and where to report on them. ASelect appropriate button on homepage or account. ![]()
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