Billing Q&A: Write Off Entire Balance

December 2018    Tags: , ,
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I am attempting to write off a client’s accounts receivable balance. However, when I select the Write Off Entire Balance check box, I get a message that says I need to either bill or delete all work-in-process first. I need to retain the work-in-process for this client, but I’m not ready to bill it. Is there any way around this?   Read More...


Spotlight: Writing Off a Client

August 2018    Tags: ,
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Did you know that you can write off all or a portion of a client's accounts receivable balance? When a write off is performed using the Write Off Client program, a special write off record is created and stored in the client ledger file for audit trail purposes and adjustments are made to receipt allocation records.   Read More...


Billing Q&A: Client Ledger

August 2018    Tags: , , ,
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Our firm is doing an analysis of all the write offs that we performed last year, listed by client. Is there a report in Tabs3 that can do this?   Read More...


I made a mistake and wrote off the wrong amount on a client’s bill. Is there a way I can undo the write off and then redo it?   Read More...


I performed a write off for a client, and now the attorney wants to see which timekeepers had fees written off. How can I see the allocations of a write off?   Read More...


There are many reasons why you might want or need to credit or refund a client’s account. Likewise, there are many ways to make a credit to a client’s account. While the easiest way may seem to be entering a credit transaction (i.e., entering a negative fee or cost), this may not be the best way to handle the situation.   Read More...


From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished?   Read More...