Posting Sales Write Offs

Posting Sales Write Offs

When applying payments to invoices, you can include a small write-off to ensure the entire payment is allocated even if there are slight rounding differences or remaining cents.

Write Off during a Sales Receipt Allocation

Here are the steps how to Write Off during a Sales Receipt:
  1. Current Year > Sales > Client Maintenance
  2. Select the Client > Posting Button (Ctrl + T)
  3. Sales Receipt
  4. Insert the Amount of the Payment
  5. Before Allocating the amount click on the Write Off button (Ctrl + W)
  6. Insert the amount Written off and choose the Account
  7. Tick the Transactions you want to Allocate > Post (Ctrl + U)



Write Off during an Unallocated Entries

Here are the steps how to Write Off when doing Unallocated Entries:
  1. Current Year > Sales > Client Maintenance
  2. Select the Client > Posting Button (Ctrl + T)
  3. Unallocated Entries
  4. Trick the Transactions you want to Allocated
  5. Click on the Write Off button (Ctrl + W)
  6. Insert the amount Written off and choose the Account
  7. Post (Ctrl + U)



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