Configuration

Make a product to use for write offs and add it in Manage > Organization & Facility Settings > Facility:[location] > General.  This is done PER LOCATION.

A credit invoice is created with this write off product in order to offset and clear the customer's Account Balance.

Write Off a Customer's Account Balance

Go to the Customer's Record > Invoices tab. 

The write off button will be shown if the customer has a balance due.

When you use the write off function, a new credit invoice is created using the write off product from your settings to offset/zero out the customer's entire Account Balance.
 

Additional Write Off Options

Write off Part of an Invoice; leave the rest of the Invoice due

1. Open the customer with the balance due in the cart 
    
2. UNCHECK the open invoice at the top of the cart.
    
3. Add the Write off product , edit and use Manual Pricing to set to a negative amount to offset part of the invoice
    
4. Pay other method and invoice credit to the customer's account. 
    
5. Credit will apply to the OLDEST open invoices.  
    
6. Go to the customer record to reassign to the correct invoice(s).
    
7. Expand the credit invoice you created
    
8. Click Apply Payments - deselect from invoices and select the correct open invoice to apply it to.

Write off select invoices; leave others due

1. Select the invoices to write off at POS
    
2. Add write off product to the cart.  Use Manual Pricing to edit the price of the write off product and set it to a return line.  Selected invoices and write off product in cart should net to $0
    
3. Pay Other Method and invoice the $0 transaction to the cart.
    
4. Credit will apply to the OLDEST open invoices - it ignores the selection you made in step 2. 
    
5. Go to the customer record to reassign to the correct invoice(s).
    
6. Expand the credit invoice you created
    
7. Click Apply Payments - deselect from invoices and select the correct open invoice to apply it to.
   

Taxable Write Off

If you need to separately write off taxable products, you can do the following:

1. Create another Write Off product and assign sales tax to the product.
    
2. Create the write off credit in POS using one of the steps above.  Ensure the credit you create is assigned to the correct invoice.
    
3. Note that if you are writing off a balance that includes taxable and non-taxable product, you can do both the taxable and non-taxable write off products in the same credit transaction