Write-off underpayments or overpayments

Before you start

To be able to write off, you have to enable this in the settings for your customer: Enable write-offs for customer.

1. Go to the Write-off balances and credits (AR505000) window.
2. In Type, select the write-off operation you want to use:
   1. Balance write-off - to write-off an underpayment.
   2. Credit write-off - to write-off an overpayment.
3. Select a customer by clicking .
4. Optional: Select a post period by clicking .
5. Select a reason code by clicking .
   
   If there is no relevant reason code: Create reason codes for write-offs.

6. Go to the table, and select the invoices you want to process.
   

7. Click:
   1. Process the selected invoices,
      or
   2. Process all in the list of invoices / credit notes, and create batches with status Posted or Unposted.