Write-offs

Write-Offs

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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.