Write Offs

Menu Path:  Choose Billing & Receipts, then choose Miscellaneous Billing, then choose Customers. Select Customer Information. search for a customer record > click Actions > select Write Off

Use the Write Offs page to add new write-offs and view write-off details.

View Write Off Details

1. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
2. In the List section, select the desired record, click Actions on the Action Bar, and then select Write Off to display the Write Offs page.
3. In the Customer List section, select the desired writeoff, and then click OK to display the Write-Off page.

Add New Write Offs

1. Enter criteria identifying the records to list, 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.
3. Click Add New.
4. Enter the Writeoff Date, Writeoff Reference, and Comment as needed, then click OK.
5. Enter the Writeoff Amount, then click OK.
6. Distribute the Writeoff Amount in the Amount Applied.
7. Click Actions, then choose Save Write Off.