Write Off Invoice Balances
This capability lets a provider record that part or all of an unpaid invoice balance will not be collected. It appears as a Write Off Balance panel on the invoice, for invoices that are past draft (and not void or cancelled) and still have an amount due.
You must choose a reason, either uncollectible or forgiven. Nothing is preselected. You can enter an amount, or leave it blank to write off the whole outstanding balance, and add a note. A partial write-off leaves the rest of the balance collectible.
A write-off does not refund anything and does not void the invoice. The panel lists earlier write-offs on the invoice, including any that were reversed. The financial reports page also shows what was written off in the selected period, with the two reasons kept as separate figures.