Enable or disable write-offs

You use the Customer classes (AR201000) window to configure default write-off settings for each class and the Customers (AR303000) window to override default class settings for particular customers.

Set the default write-off settings for customers of a customer class

1. Go to the Customer classes (AR201000) window.

2. In the Class ID field, select the customer class that you want to enable or disable write-offs for.

3. On the General information tab, in the Default financial and payment settings area, do the following:

   1. Select the Enable write-offs check box if you want to allow write-off operations for customers of this customer class or clear the check box to disable write-offs for customers of the class.
   2. If you have enabled write-offs for the class, in the Write-off limit field, type the maximum value that may be written off for each application line for documents of customers of the class. All balances and credits that are less than this value may be written off.

4. Click .

You can then change default write-offs settings for each customer individually.

Override default write-off settings for a customer

1. Go to the Customers (AR303000) window.

2. In the Customer number field, select the customer that you want to enable or disable write-offs for.

3. On the General settings tab, in the Financial settings area, do the following:

   1. Select the Enable write-offs check box if you want to allow write-off operations for the selected customer or clear the check box to disable write-off operations.
   2. If you have enabled write-offs for the class, in the Write-off limit field, type the maximum value that may be written off for each application line. All balances and credits that are less than this value may be written off.

4. Click .

Related pages

Concepts

• About customer classes
• Write-off methods - overview
• About write-off setup
• Manage credit policy - overview

Tasks

• Copy one customer class to a new one
• Use a template to create a new customer class
• Create a customer class
• Create a customer class template
• Edit or delete customer classes
• Set a customer class as default
• Make settings in the Customer classes window
• Set up dunning letter mailing for a customer class
• Set up invoice mailing for a customer class
• Send invoices by email
• Set customer class print and email preferences
• Set up a dunning letter mailing
• Set up mass processing of mailings
• Track customer prepayments

Windows

• Customer classes (AR201000)
• Write-off balances and credits (AR505000)