Task guide
Write-offs and bad debt
Write off what a client will not pay, have larger sums approved, and see what the firm gives up by matter, client, fee earner, reason or month.
Write off a balance
- On the bill, choose Write off bad debt.
- Enter the amount (at most what is still owed) and the reason.
- Below the firm's threshold it posts at once. Above it, the write-off waits for an approver who did not ask for it.
An approver decides a waiting write-off on the bill's Write-offs list. Rejecting it posts nothing, and the person who asked is given the reason.
The register and the analysis
Billing, Write-offs lists every bad-debt write-off with its standing. Analysis totals what the firm has given up, both time written off on pre-bills and bad debt, by matter, client, fee earner, reason or month.
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Read next
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- Prepare and post a billGather a matter's unbilled time and disbursements on a pre-bill, adjust each line with a reason, have it approved and post it as a numbered bill.