Write Off Customer With Balance Remaining

Table of Contents

 

1. Write off a Customer
2. View Written off Customers

 

Write off a Customer

 

 

To write off a customer with balance remaining, click the Customer Tab>Customers.

 

 

 

 

Find the customer you’re wanting to write off and click the pencil button.

 

 

 

 

Once on the customer’s profile click on the first setting which is the “status” and select “Written off With Balance Remaining“

 

 

 

 

A pop up will appear and have two options.

 

-Would you like to change all invoices that aren’t paid to this status? (written off)

-Would you like to remove all visits from the schedule for this customer?

 

Select your answers and click “Yes“

 

If you change your mind, click “No“

 

 

 

 

Once you click Yes, you will get a success message.

 

 

 

 

View Written Off Customers

 

 

To view the Written Off Customers, go back to Customer Tab>Customers 

 

 

 

 

 

Change the Status filter to “Written Off“

 

 

 

 

 

This will take you to all the customers with Written Off status.

 

 

 

 

 

Click here to learn how to generate a reports of the Customers you’ve written off with a balance remaining.