Write off a Billed Expense or Disbursement

In this example the expense transaction is being written off (if there is more than one expense/disbursement, ensure the items that are not being written off are unticked). Follow these steps:

1. Ensure the fee write-off ($) field is set to 0.00.
2. Tick the expense/s or disbursement/s that are to be written off.
3. Ensure all the other expenses/disbursements that are not to be written off are unticked.
4. Check the bill write-off total is for the total sum to be written off.
5. Save and close will give the option to print the credit note and/or manage it to the matter and then the option to apply the credit to the account rendered.