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Create A Write-Off

How To Create A Write-Off In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

There are two ways to create a write-off in ZenCase. You can create a write-off payment to define a specific amount or you can choose to write-off an entire invoice amount.

How To Create A Write-Off Payment In ZenCase

  • Go to the Payments List page

  • Click "Receive Payment"

  • On the New Payment page, search or select the Client by client number

  • Search or select the Matter by matter number (optional)

  • Search or select the Invoice by invoice number (optional)

  • Enter Date

  • Select "Write-Off" under Payment Method dropdown

  • Search or select the Payer by contact number

  • Enter Reference (optional)

  • Enter Description (optional, but recommended)

  • Enter Amount

  • Attach any files if needed

  • Click "Save"

You have now successfully created a payment write-off for a client.

How To Write-Off An Invoice In ZenCase

  • Go to the Invoices List page

  • Viewing the invoices list, under the "Actions" column, click the "...." three dots

  • Click "Write-Off Invoice"

  • Verify the invoice number and invoice amount is correct

  • Click "Yes" to write-off invoice

  • Click "No" to cancel the action

You have now successfully created a write-off for an invoice.

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