How to Create a Write-Off
1. Click on the Invoice to open
2. Click Post
The Invoice will not show the Write-Off option until the Invoice is Posted.
3. Click No
4. Click Write-Off
5. Write-Off Balance window opens > Locate the amount to write-off.
These amounts are located under either Ins. Bal (for an Insurance balance) or Pt. Bal (for a Patient balance.)
6. Click in the field under the Write-Off column that aligns with the balance you want to write-off
7. Select a Reason for the write-off
8. Click Save
