Create or Remove a Write-Off

 Permissions: You must have Billing Permissions. 

Jump to Section [Create a Write-Off] [Remove a Write-Off]

Create a Write-Off

1. Locate Client and open Client Profile.
2. Click Ledger in side menu and click appropriate tab to locate Invoice. 
3. Click Write-Off button or click Select an Action and select Write-Off.
4. Click check box for appropriate Invoice and then Write-Off Amount field populates.
5. IF you only need to write-off a portion of the Invoice, change the amount in the Write Off Amount field.
6. Click Save. 
   

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Remove a Write-Off

1. Locate Client and open Client Profile.
2. Click Ledger in side menu and click appropriate tab to locate Invoice. 
3. Click on Invoice that the Write-Off was previous added to.
4. Scroll down to Invoice Write-Offs section.
5. Click Remove.
   

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