Write off WIP (Work in Progress)

Created by Dan Trevarthen, Modified on Mon, 15 Jul at 6:22 PM by Laura Gannon-Berg

Have WIP on a file that we would like to write off. With a record of the time for the lawyer.

Best way to write off WIP / Time?

Bill the file using the "Billings" tab to get an Invoice Number.

Write it off using the Invoice Number in the Adjust Invoice tab.

***Notes:

Please turn off the email option in "Contact Manager" for the file before creating the invoice or an email will be sent when the invoice is created.

How do I see the final version of the Invoice?

Settlement Statement

How do I see the Adjustment?

Reports -> Receivables -> Adjustment tab

I want this write off to be between several lawyers not just the Responsible?

Use the "Allocations" button on the "Adjust Invoice" screen.