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To write off a Client ’ s entire balance for multiple matters, perform the following:

QUICKLY WRITE OFF A CLIENT’S ENTIRE BALANCE. To write off a Client ’ s entire balance for multiple matters, perform the following: Select Transactions > Credit Memos Select Tools > Write off multiple bills. All of the bills for this client will appear.

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To write off a Client ’ s entire balance for multiple matters, perform the following:

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  1. QUICKLY WRITE OFF A CLIENT’S ENTIRE BALANCE • To write off a Client’s entire balance for multiple matters, perform the following: • Select Transactions > Credit Memos • Select Tools > Write off multiple bills. • All of the bills for this client will appear. • All Bills for the client will be selected by default (remove the checkbox beside any items you prefer not to write off) • The Bill Finder window will appear. • Select a Client. Leave Matter Blank. • Select Get Bills button at the bottom of the Bill Finder window. • Click the Write Off button. All of the bills for that Client will be written off simultaneously.

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