Quick Tip: Reverse Write Off

July 2021    Tags: , ,
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Did you know that you can reverse write offs?   Read More...


How can we see how a write off applied?   Read More...


Did you know that you can easily see a list of write offs for any client, as well as how each write off is applied?   Read More...


Billing Q&A: Reverse Write Off

February 2021    Tags: , ,
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I discovered that I wrote off the wrong amount for a client. Do I need to restore, or is there a way to more easily correct this?   Read More...


Version 2021 has some great new features we know you’ll want right away!   Read More...


Billing Q&A: Write Offs

October 2020    Tags: , , ,
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We received a final payment from a client whose matter is closed, but it didn't cover the entire amount due. After discussing the situation with the client, we have decided that we would forgive the amount he didn't pay. How can I reflect this properly within Tabs3?   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...


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...