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Why Does It Say "Write Off" When Applying a Credit Note to a Bill, But Say "Adjust" For Trust Requests?

Objective:

  • Write off remaining $xxx.xx from invoice #xxx
  • Adjust trust request to amount recorded. Disregard remaining $xxx.xx

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

When an invoice is created, the creator is billing a client for work that has been completed. For a Trust Request, however, the creator is requesting money from a client for work that they will one day do

When you reduce the amount of a bill, you are writing off a part of your income. When you reduce the amount of a Trust Request, you are reducing the amount requested. This is technically not a write off. 

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