If an outstanding Invoice balance will not be recovered from your client, it can be written off in mattero to remove it from your overall balance.
Please note, an Invoice must have an "Approved" status before it can be written off. View the Approve Matter Invoices article for more information.
Writing Off an Invoice
To write off an Invoice:
- In the sidebar, select Invoices ($), or select the Invoices tab on a Matter or Contact's page.
- Select an Invoice's Number, or select its Actions menu and select Write Off. Alternatively, select Open Invoice.
- If Open Invoice is selected, in the Edit Invoice page, select Actions, then select Write Off.
- A confirmation window will appear; enter the Amount Due for the Invoice, then select Write Off.
Please note, if your mattero account is integrated with Xero, this write off will be applied to the associated Invoice as a credit note in your Xero account.
The Invoice will display a "Paid" status, however the written off amount will form part (or all) of the payment history.
Written Off, Cancelled Invoice, Defaulted, Bankrupt, Bankruptcy