Create or Remove a Write-Off

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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 the Invoice.
3. Click the Write-Offs button or click Actions and select Write-Off.

   NOTE: Write-Off Info defaults to Insurance 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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