Learn how to write off unbilled time entries (also referred to as Work-in-progress (WIP) entries).
You may wish to write off WIP entries in order to remove them from your Unbilled Time and Disbursements reports, or to close a matter with outstanding WIP.
In Smokeball, the easiest way to write off WIP entries in a matter is to allocate them to a zero-dollar invoice, then finalise this invoice:
- Open the Smokeball Web App.
- Open the matter file you wish to write off WIP entries for, then select the Invoices tab.
- Select Create Invoice. A draft invoice will be created.
- Navigate to your list of Time & Fees and tick the line entries you wish to write off, then tick the W/O box for those entries.
Written off entries are denoted with a strikethrough on the amount. - Since this draft invoice only contains written off entries, the Balance Due should be $0.00.
- Finalise the invoice by selecting Final on the top-right corner of the invoice.
- Leave the Send options unchecked and select Finalise Draft.
- A confirmation message will appear on the screen, to double-check that this invoice has a $0 balance and that the invoice cannot be reversed (as there is no amount to reverse). Select Finalise.
- Repeat the above steps for every matter you wish to write off WIP.
Note for eInvoices
If you have enabled Descriptions on Demand in your Invoice Template, all invoices will appear in your client's eInvoice Portal, including fully written off invoices.
You can disable eInvoicing for all matters from Firm Settings > Invoice Settings > eInvoice tab for the invoice template you are using, or disable it on individual matters through the Edit Matter > Invoice Settings menu.