Billing Q&A: Write Off Entire Balance

December 2018    Tags: , ,

I am attempting to write off a client’s accounts receivable balance. However, when I select the Write Off Entire Balance check box, I get a message that says I need to either bill or delete all work-in-process first. I need to retain the work-in-process for this client, but I’m not ready to bill it. Is there any way around this?

You can manually enter the full accounts receivable balance to write off without needing to make changes to any work-in-process transactions.

To write off a client’s entire accounts receivable balance

  1. From the Maintenance menu, point to Client Related and select Write Off Client.
  2. Select the desired Client ID.
  3. Clear the Write Off Entire Balance check box.
  4. In the Write Off Amount column, enter the remaining balance due for each amount type (e.g., Fees, Expenses, etc.). The Totals figure for the New Amount Due column will display 0.00 when all amounts are set to be written off.
  5. Click OK.

The entire accounts receivable balance for the client has now been written off while retaining the work-in-process to be billed at a later date.

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