Write Offs

[scgms1]

I've got a couple of old RO's that I'm just going to write off. Thankfully it's not for a lot of money. How do I close these out as they're open RO's currently? Will, if at some point in the future they happen to come back in have a pop up - This person owes?

[scgms1]

OK, this might not be the way it should be done, but it works.

I entered .01 in the payment box. I'm then prompted if I want to post any additional payments. I click no

Invoice has not been printed....I click yes

The customer is not set to charge... Click yes

Invoice from history...Select the customer and click on payment history. Delete the .01

The customer's name is in red in the customer s list and it shows the amount they owe.

A few steps, but it works.

[ricmorin]

You really didn't need to apply any payments; just post the order with no payment. It will show up as a balance due if that's what you want.

If you wanted to 'write it off', create a payment type called 'write off' or 'bad debt' or similar and 'pay' the invoice using that type. Now it's written off and will not show on the books.

example of different payment types

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