Editing, Writing off or Deleting Bills

Editing, Writing off and Deleting Bills

Bills are a list of all owner expense invoices that need to be processed and disbursed (paid to a creditor). Admin and Trust Account users can access and configure Bills settings in the Bills page and the Banking Settings page.

Note: For further information on Bills see our articles on adding bills, processing bills and bill settings.

1. Navigate to Accounts > Bills and click on the Bill you wish to update.

1. Click on the 3 dots to Edit, Write off or Delete a Bill.

Edit allows you to increase or decrease the Bill amount, change the due date, description, dissection, and Bill priority. Click Save to update any changes.

Note:

• If part payments have been processed, the amount cannot be reduced below the part payment, nor can the creditor be amended.
• Bill Priority is available to Premium and Enterprise clients.

Write off will allow you to write off the balance of a Bill that is unpaid. This will retain the information against the Owner Transactions. A reason for write off must be entered.

Delete will allow you to delete unpaid bills, removing all reference to the bill against the ledger.