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Writing Off an Invoice

Learn how to write off an invoice.

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

Please follow the steps below to write off an invoice within the Billing module tab:


1. Click on "Billing"


2. Select "Write Offs"


3. From there the clinic can add a new write off and view existing ones


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From the "New Write Off" option, the clinic can select the client and desired invoice to write off:
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Writing Off from Client Profile


1. Navigate to the clients profile
2. Click on "Billing"
3. Select "View Invoices"
4. Use the tool icon gear to write off


Write Off Report

To view the report on write offs within the clinic, select Reports > Billing > Write Off. This report lists all write offs that were applied to invoices within the selected date range, based on the write off date. You will automatically be prompted to filter the date range, and apply a write off amount if desired.

Once the report is generated, you will have a summary at the top, and the details below.

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