- Go to your desired Client by either searching for them in the search bar or clicking on them in your client list.
- Click the Ledger button to the right of the client's name.
3a) Enter a Write Off from Ledger:
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.
3b) Enter Write-Off from within Invoice:
Click the Invoice to open it. Then click the Write-Off button at the top or bottom of the screen.
4) On the Write Off Info page, select either Client Write Off or Insurance Write Off.
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 of the page.