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Efficient Write-Off Process for Client's Entire Balance

Learn how to quickly write off a client's entire balance for multiple matters in your transactions using credit memos. By selecting specific tools in the system, you can easily manage bills and ensure a hassle-free process. Follow the steps provided to streamline the write-off procedure for improved efficiency.

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Efficient Write-Off Process for Client's Entire Balance

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  1. QUICKLY WRITE OFF A CLIENT’S ENTIRE BALANCE • To write off a Client’s entire balance for multiple matters, perform the following: • Select Transactions > Credit Memos • Select Tools > Write off multiple bills. • All of the bills for this client will appear. • All Bills for the client will be selected by default (remove the checkbox beside any items you prefer not to write off) • The Bill Finder window will appear. • Select a Client. Leave Matter Blank. • Select Get Bills button at the bottom of the Bill Finder window. • Click the Write Off button. All of the bills for that Client will be written off simultaneously.

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