There may be times when you need to zero out or mark an invoice as paid in LawPay Pro. Writing off a balance may help you avoid having an invoice marked as partially paid or overdue when you will not be collecting the remaining funds.
There are a couple of different ways to reflect writing off unpaid balances in LawPay Pro. To do this:
This option shows the cost of the flat fee, time or expense but also shows that you will not be charging for that item. It is helpful to add a comment in the description field as to why you are writing it off as "non-billable". Learn more about non billable entries here.
- Go to the Billing Tab.
- Select Invoices.
- Select the invoice with the balance you would like to write off.
- Select the Edit Invoice button.
- In the Note field add, Write Off.
- Select the Non Billable box.
- Verify that the balance is zero and then save the invoice.
Or Apply a discount to the Invoice
- Add a Flat Fee Line item.
- In the Note field add, Write Off.
- Add 0 to the Cost/Rate field.
- Select discount by $ and add the amount to be written off and add the amount.
- Verify that the balance is zero and then save the invoice.
Note: Prior to closing a case, you will need to make sure all accounts receivables (time entries, expenses or legal fees) are either paid for or written off.