Overview

In this article, we will review how to create a write off. 

Creating a Write-Off

Step 1: Navigate to a resident profile and select Task List then Other Billing option in the drop down

Step 2: On the next screen, click the 'Add' button

Step 3: A screen will populate to fill out the transaction type, effective date, amount and a note.

Note: When writing off a charge, you will use "write off credit" when writing off a credit, you will use "write off"

Step 5: Once completed, hit submit then you will see the write off under 'Processed Entries' section and in the residents ledger.