Skip to main content
Write-Off Tutorial

Learn the different methods you can use to write off the balances on your invoices.

David S avatar
Written by David S
Updated over a week ago

Note: the features presented within this article are available on all of our paid subscription plans! To learn more, please click here.

Below you will find a start to finish tutorial covering everything you will need to know regarding discounts and write-offs on invoices in PracticePanther. Jump to the topic of interest by clicking on a title in the index below. Alternatively you can watch the video below as well.


Apply a percentage based discount to an invoice

1) Generate an invoice for a matter with a billable amount.

2) On the top right of the invoice generation page, enter the percentage amount you'd like to discount from your invoice.

What happens now?

A new line called "Discount" will appear in the subtotal section on the bottom right of your invoice. This is the total amount being deducted from this invoice.

Note: Invoices with percentage based discounts like this may not sync over to QuickBooks Online. Please use the below option to apply a line item dollar discount for invoices you wish to push to QuickBooks Online.

Apply a Dollar based discount to an invoice

Please watch this video or follow the steps below:

1) When creating/editing an invoice, click +Flat Fees then select "New Line Item". 

2) Name the item "Discount", "Waive" or "Write-off" (or anything else you like).

3) In the Price column, add the total amount of the discount/write-off (for example, $20).

IMPORTANT - Make the "Quantity" column "-1" (must be a negative quantity).

What happens now?

PracticePanther will subtract money from the total in the invoice.

Note:This method is necessary for accurate Quickbooks accounting and proper sync purposes as invoices with percentage based discounts may not sync to QuickBooks.

Writing off an existing outstanding balance on an invoice

Often times, you may have clients that can no longer make payments towards their invoices. In this situation, you do not want to simply apply an operating payment to pay off the invoice, as this will skew your operating account reporting. 

To zero out an invoice without using a physical payment, please apply a credit note by following these simple steps:

1) Open any outstanding invoice.
2) Click the green "Actions" button, and click "Write Off".

What happens now?

A credit note will automatically be created and applied to this invoice, zeroing out the balance. You can find a list of all your credit notes by matter here by changing the first filter from "All Invoices" to "Credit".


Want to learn how to generate an invoice for a contact with multiple matters? Click here to find out!

Did this answer your question?