There may be times when you cannot or choose not to collect on a service and need to write it off. Below are instructions on how to do this in Procentive.
Write Off Charges
- Go to the Payments Module and locate the client.
- Double-click on the client's name to open the client Payments window and locate the DOS that needs to written off.
- Click on the new link on the bill line.
- Select Create new payment from the reference menu.
- In the New Payment window,
- Create a payment reference for the service being written off
- Click Save.
- In the Type column, click the down arrow (just to the right of Payment) and select Writeoff.
- Enter the amount of the desired write off in the Amount field (should default to full remaining balance).
- Click save to the right of the Amount.