• Overview
• Interim invoices
• Creating final invoices with items manually billed
• Creating final bills with all WIP items automatically billed
• Creating final invoices with the total calculated automatically
• Writing off time and expenses
• How to...
• Manual Adjustment of Write-offs
• Example: Manually adjusting write-offs
• Carry Forward in WIP
• Specifying the amount you would like to carry forward
• WIP Balance Limit

Writing off time and expenses

Time and expenses that are not relieved when the client is billed must be written off separately. If you originally created an interim invoice, later on in the month, you can modify the invoice and change it to a final invoice and marking the time or expenses as billed. However, if the time or expenses cannot be recovered in the form of an invoice, it must be written off completely and not assigned to an invoice that is billed to the client. This should be done at the end of every month, prior to advancing the period. In addition, it should be done at the end of every year, prior to rolling the file forward to the new year.

Writing off time and expenses involves creating a final invoice for the client, with zero as the amount. Because the amount of the invoice is zero, the client is not actually billed for anything. In addition, because the invoice is a final invoice, it allows you to mark any time or expenses as billed in the Bill column.