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.
- In the Summary section, make a note that the invoice is for writing off WIP.
- 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.