Write Off a Service

There may be times when you cannot or choose not to collect on a service and need to write it off.

Write Off Charges

1. Go to the Payments module and locate the client.
2. Double-click on the client's name to open the client Payments window and locate the DOS that needs to written off.
   
3. Click on the new link on the bill line.
4. Select Create new payment from the reference menu.
   
5. In the New Payment window:
   • Create a payment reference for the service being written off.
   • Click Save.
     
6. In the Type column, click the down arrow (just to the right of Payment) and select Writeoff.
7. Enter the amount of the desired write off in the Amount field (should default to full remaining balance).
8. Click save to the right of the Amount.