Create or Remove a Write-Off

Create a Write-Off

1. Locate Client and open Client Profile.
2. Click Ledger in the side menu and click the appropriate tab to locate Invoice. 
3. Click the Write-Off button or click Select an Action and select Write-Off.
4. Click the check box for the appropriate Invoice and then the 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 the side menu and click the appropriate tab to locate the Invoice.

   

    

3. Click on the Invoice that the Write-Off was previously added to.

   

    

4. Scroll down to the Invoice Write-Offs section.
5. Click Remove.
6. Click Save. 

   

    

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