AR Account Balance Write-Off

AR Account Balance Write-Off


1. Click "Admin"

2. Click "Accounts Receivable"

Tip: If a Balance Write-Off Transaction Item has not already been Created, Click on this Link: Creating a Balance Write-Off Transaction Item

Posting the Balance Write-Off

3. Select AR Account

4. Click the "$" Icon

5. Select the Defined Item for Balance Write-Off

6. Enter the Amount to Write-Off

7. If Writing Off the entire Balance, the Balance After Transaction will show $0.00

8. Click "Post"

Noting the Balance Write-Off

9. Click "Balance"

10. Click "Edit"

11. Enter the Amount that was Written-Off

12. Enter the Reason for the Write-Off (Optional)

13. Click "Save"



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