Entering a Single Write-off Transaction

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.

   

5. Click Writeoff balance.
6. An Invoice Writeoff screen will display.
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.