Tech Tip: How to Write Off a Customer’s Invoice Balance

Q: How can I write off a customer’s invoice balance?

A: You can write off a customer’s invoice balance using the Apply Payment function by performing the following:

1. Access the Apply Payment function; then, enter the Customer #.

2. Select the Invoice # in the grid; then, double-click the Adjustment field or right-click on the Adjustment column header.

3. Enter the amount to be written off in the Adjustment ► Write-off Amt field; then, click Close.

4. Click the Save button in the Apply Payment window.