Write-off methods

Write-off methods - overview

You can use write-off functionality to implement the direct write-off and allowance methods.

About write-off setup

Setting up write-off functionality is similar for the direct write-off and allowance methods.

Add a reason code

You define reason codes on the Reason codes (CS211000) window.

Create reason codes

Enable or disable write-offs

You can define write-offs to be enabled by default for customers grouped under a particular class or modify the default setting for a particular customer of the class.

Create reason codes for write-offs

Write off balances and credits

By using the Write-off balances and credits (AR505000) window, you can view the balances and credits (of appropriately low amounts) of customers for which write-offs are allowed.

Write-off underpayments or overpayments