How to write off an transaction

User document: Write Off Transactions

Instructions

Go to Billing > Write off Transactions.
Select the job of the preferred transaction.
Use filters to locate the preferred transactions the invoice.
Click on Confirm write off button
Confirm again.

System will display a confirmation popup.

Questions & answers

A write-off in transaction billing refers to the process of declaring a transaction as uncollectible or unrecoverable, typically due to non-payment or an error. When a transaction is written off, it is removed from the accounts receivable balance as it is considered unlikely to be collected. This action is typically taken as a last resort after attempts to collect payment have been unsuccessful.

Due to the sensitive nature of this feature, only authorised individuals have access to it. Please contact your System Administrator for further details.