Billing Q&A: Reverse Write Off

February 2021    Tags: , ,

I discovered that I wrote off the wrong amount for a client. Do I need to restore, or is there a way to more easily correct this?

Write offs can easily be reversed using the Reverse Write Off utility. This allows you to correct any mistakes without needing to restore from a backup.

To reverse a write off

  1. From the Maintenance menu, point to Client Related and select Reverse Write off.
  2. Enter the Client ID.
  3. Select the Reference Number of the write off you want to reverse.
  4. Click OK.

You can now perform the write off again for the correct amount.

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