Difference between revisions of "Entering a Single Write-off Transaction"
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Line 3: | Line 3: | ||
#Locate the desired invoice to be written-off. | #Locate the desired invoice to be written-off. | ||
#Click the '''New Transaction''' drop-down arrow. | #Click the '''New Transaction''' drop-down arrow. | ||
− | #:[[File: | + | #:[[File:Write-off Balance.jpg]] |
− | #Click ''' | + | #Click '''Write-off balance'''. |
− | #An Invoice | + | #An Invoice Write-off screen will display. |
+ | #:[[File:writeoff2.jpg]] | ||
#Complete the fields as desired. You may wish to have an Expense account created in your Chart of Accounts to assign this writeoff. | #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. | + | #:'''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. |
#Click '''Finish'''. | #Click '''Finish'''. |
Revision as of 14:31, 7 September 2015
- Click Billing in the left-hand menu.
- Click the Invoices tab.
- Locate the desired invoice to be written-off.
- Click the New Transaction drop-down arrow.
- Click Write-off balance.
- An Invoice Write-off screen will display.
- 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.
- Click Finish.