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 several 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.