Write-offs
Write-Offs
(Click here to access more information on Write-Offs.)
Navigate to Transactions > Write-Offs from the side navigation menu. This page displays a list of write-offs and disputes for the account. You can switch between Write-offs and Disputes by selecting the appropriate subtab at the top of the screen.
To create a write-off, select the Create a New Write-off button at the top right of the table. This will open a new write-off drawer.
Select the invoice you want to create a write-off for by clicking the invoice number from the Invoice column. This will open a drawer prompting you to enter the information for your write-off.
Once you have entered your write-off information, click the Create Write-Off button at the bottom of the drawer.
A pop-out will appear, allowing you to review and confirm the entered write-off information is correct. Once reviewed, select Create Write-Off.
Your new Write-off has been created and will now populate in the write-off screen.
Disputes
Navigate to Transactions > Write-Offs and select the Disputes subtab at the top of the screen.
To create a write-off, select the Create a Dispute Hold button at the top right of the table.
This will open a new drawer allowing you to search through the available invoices to start a dispute on.
Select the Invoice Number of the invoice from the Invoice column. This will open a drawer prompting you to enter the information for your dispute.
Once you have entered your dispute information, click the Create Dispute Hold button at the bottom of the drawer.
A pop-out will appear, allowing you to review and confirm the entered dispute information is correct. Once reviewed, select Create Dispute Hold.
Your new Dispute has been created and will now populate in the disputes subtab on the Write Offs screen.