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 Write-off balance.
6. An Invoice Write-off 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.