There are a couple different ways to reflect writing off unpaid balances in MyCase:
Marking an item as "Non-Billable"
This option shows the cost of the flat fee, time or expense but also shows that you will not be charging for that item. It is helpful to add a comment in the description field as to why you are writing it off as "non-billable". Learn more about non-billable entries here.
Applying a discount to an invoice
There may be times when you need to zero out or mark an invoice as paid in MyCase. Writing off a balance may help you avoid having an invoice marked as partially paid or overdue when you will not be collecting the remaining funds. You can accomplish this by utilizing the adjustment section within the invoice and selecting "discount."
First, you’ll navigate to the invoice with the balance you would like to write off. In the top right hand corner you will click Edit. Scroll down until you reach the adjustments section and select Add Adjustment.
Here are the steps you will follow:
Item: Select discount
Applied to: Sub-total
Type: $- Amount
Notes: Record that it was a “write-off” here
Amount: Be sure to add in the total dollar amount that you are writing off
Total: Verify that your clients balance is zero and then save the invoice.