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HOW DO i WRITE OFF A CLIENT REMAINING BALANCE

  • David Morgan (LEAP)

    Hi Ellen

    • If the balance is owed on an invoice. You can right click it and select Adjust Invoice, and you will have a 'write off' button in the upper left of the screen that opens.
    • If the balance is an unbilled expense payment, you can right click that to get a Write Off option.
    • For a different type of client balance, please raise a chat session with a support technician and they will be able to advise accordingly.

    Best Regards

    David

    LEAP

    Expand Post
    Selected as Best

  • David Morgan (LEAP)

    Hi Ellen

    • If the balance is owed on an invoice. You can right click it and select Adjust Invoice, and you will have a 'write off' button in the upper left of the screen that opens.
    • If the balance is an unbilled expense payment, you can right click that to get a Write Off option.
    • For a different type of client balance, please raise a chat session with a support technician and they will be able to advise accordingly.

    Best Regards

    David

    LEAP

    Expand Post
    Selected as Best

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HOW DO i WRITE OFF A CLIENT REMAINING BALANCE