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.