Permissions

You must have Billing permissions to create a write-off. 

  1. Go to your desired Client's ledger.
  2. Click Write-Offs at the top of the Ledger or click Select an Action > Write-Off to the right of the invoice that you would like to write off.
  3. On the Write-Off Info page, select either Client Write Off or Insurance Write Off.
  4. A list of invoices with their respective service dates will appear. Check mark the invoices that need to be written off. If only a portion of the invoices should be written off, add that amount in the Write Off Amount field.
  5.  As you scroll, a box will appear to allow you to Save. Click the green Save button in the box or on the top-right corner of the page.

Frequent Questions:

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