Entering a Single Write-off Transaction

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  1. Click Billing in the left-hand menu.
  2. Click the Invoices tab.
  3. Locate the desired invoice to be written-off.
  4. Click the New Transaction drop-down arrow.
    Write-off Balance.jpg
  5. Click Write-off balance.
  6. An Invoice Write-off screen will display.
    Writeoff2.jpg
  7. Complete the fields as desired. You may wish to have an Expense account created in your Chart of Accounts to assign this writeoff.
    Note: If Transaction Classes have been created, a Billing Class drop-down selection will appear on the screen. Select the desired Billing Class for this transaction.
  8. Click Finish.