---
title: "Write off balances and credits"
description: "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."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/write-off-balances-and-credits/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/llms.txt


# Write off balances and credits

Last modified February 19, 2026

> 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.


For more information: [Write-off balances and credits (AR505000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/write-off-balances-and-credits-ar505000/index.md).

By using the [Write-off balances and credits (AR505000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/write-off-balances-and-credits-ar505000/index.md) window, you
can view the balances and credits (of appropriately low amounts) of customers for
which write-offs are allowed.
You can select the documents to be written off.

## Before you start

Make sure that reason codes are properly configured and write-offs are enabled. For details, see: [About write-off setup](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/about-write-off-setup/index.md).

## Write off small balances

1. Go to the [Write-off balances and credits (AR505000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/write-off-balances-and-credits-ar505000/index.md) window.
1. In the **Type** field, select one of the following options:

    + To write off underpayments: **Balance write-off**
    + To write off overpayments: **Credit write-off**
1. In the **Doc. date** field, select the date when the write-off will be performed.

    The system automatically fills in the **Post period** field based on the selected document date.
1. In the **Branch** field, select the branch for which you want to display data. The field is automatically filled with the branch you have access to.
1. Optional: In the **Customer** field, select the customer for which you want to write off small balances from the list of customers for which write-offs are permitted.
1. In the **Reason code** field, select the reason code you want to mark write-off transactions with. The reason code defines the account and subaccount to be used for writing off credits or balances. The field is automatically filled with the default reason code specified in the [Customer ledger preferences (AR101000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md) window.

    In the table, the system lists the
    documents for which the balance amount (underpayment or overpayment,
    depending on the selected write-off type) is below the limit.
    After you
    increase the limit amount, you can write off the balances that exceed the
    default limit.
1. To write off balances for documents, do one of the following:

    + To write off the small balances for particular documents, select the unnamed check box in the document row for each document, and then click **Process** in the window toolbar.
    + To write off the small balances for all listed documents, click **Process all** in the window toolbar.

After processing has been successfully completed, you can view the batch in the [Journal transactions (GL301000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/index.md) window.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/write-off-methods-overview/index.md">Write-off methods - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/about-write-off-setup/index.md">About write-off setup</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/manage-credit-policy-overview/index.md">Manage credit policy - overview</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/write-off-underpayments-or-overpayments/index.md">Write-off underpayments or overpayments</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/write-off-balances-and-credits-ar505000/index.md">Write-off balances and credits (AR505000)</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md">Sales invoices (AR301000)</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md">Customers (AR303000)</a></li>
</ul>


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/write-off-balances-and-credits/)