Single Write Offs

Menu Path: From Billing & Receipts, select Miscellaneous Billing, select Customers, and then select Customer Information.

You can write off uncollected charges for a customer using the Customer Record Center. The system creates a reference number for each write-off prefixed by the letters WO (Write Off), for example, WO00000001, and charges the write-off account established in the Service table for the services associated with the customer's outstanding balance.

Adjust Write-Offs

1. Enter criteria identifying the records, then click Find. To run an advanced search, click Advanced.

2. Select the desired record, then click Actions on the action bar. Choose Write Off.

   

   If previous write-offs have been done against this account, they display here.

3. Click Add New.
4. Complete the Writeoff Date, Writeoff Reference, and Comment fields as needed, then click OK. For details, refer to the Fields section below.
5. Enter the Writeoff Amount, then click OK to manually enter the amounts in the Amount Applied section for each item. You can also click Auto Apply to have the system distribute it.
6. Click Actions on the Action Bar, then choose Save Write Off.