Mass Write-Offs/Mass Billing Adjustments

Menu Path:  From Billing & Receipts, select Miscellaneous Billing, select Financial Transactions, and then select Mass Write-Offs.

Use this option if you need to write off multiple invoices or create multiple billing adjustments but do not need to create an export file. There are two transaction types:

• Write-Off Adjustment
• Billing Adjustment

For details on creating export files, refer to Export Invoices.

Post Adjustments

1. Select the Transaction Type to adjust.
2. In the Adjustment Information section, change the Transaction Date if needed or leave the system default.
3. In the Selection Criteria and Additional Filters sections, enter criteria to define the invoices you want to select, then click OK to list the invoices matching your criteria.
4. The Process? field is selected for all invoices listed. Clear any invoices you do not want to process.
5. Click Actions on the action bar, then choose Post.
6. Click Yes.
7. Specify how you want to generate the report, then click OK. The report's default file name is massinvwo.rpt. The balance of the selected invoices is zero and the financial history records of each customer affected is updated when an entry referencing the write-off/billing adjustment transaction. 
   • For a write-off adjustment, the prefix is WA. 
   • For a billing adjustment, the prefix is BA.

Generate List Reports

1. Select the Transaction Type.
2. In the Adjustment Information section, change the Transaction Date if needed or leave the system default.
3. In the Selection Criteria and Additional Filters sections, enter criteria to define the invoices you want to select, then click OK.
4. Click Print.
5. Specify how you want to generate the report, then click OK. The report's default file name is masswolist.rpt.