How to remove/reverse a write-off

Write-offs may be applied to an invoice where payment is no longer expected. These can be in full or part of the payment. If the write-off is entered incorrectly or an unexpected payment comes in then the write-off will need to be removed.

All write-offs will appear in the receipts tab, either within the matter under receipts or within the receipt tab

 

A. within the Receipts page.

1. Go the receipts tab and search for the write-off receipt linked to the invoice.
2. Tick the box beside the receipt number and click the Delete button (red bin icon)

   3. The invoice will now be back to outstanding to either add a payment or add a new write-off

 

B. within the Matter

1. Open the Matter where the Invoice and write-off receipt are linked.
2. Go to the Receipts tab inside the matter and tick the box beside the receipt number of the write-off that you would like to reverse and click the Delete button.

   3. The invoice will now be back to outstanding to either add a payment or add a new write-off