If a member does not pay, it is possible to write off a balance. You may wish to have an account in your Chart of Accounts where these amounts will be recorded. Write-offs can also be done when dropping members with the Mass Drop feature.

1. Click Billing in the left-hand menu.
2. On the Billing Center tab, select the appropriate member.
3. Click the invoice to be written off.
4. Click the New Transaction drop-down arrow.

   

5. Click Write-off balance. The Invoice Write-off screen will display.

   

6. Complete the fields as desired:
   • The Writeoff Date will automatically be populated with the current date.
   • The Writeoff Amount will be populated with the full amount of the invoice, you may change this if you wish to do only a partial write-off.
   • Select the account you wish to use for this write-off from the Expense Account drop-down list. If you wish to add a new account, click the Expense Account hyperlink.
   • (Optional) Enter Notes / Memo for internal use.
7. Click Finish.

Note: If Transaction Classes have been created, a Billing Class drop-down selection will appear on the screen. Select the desired Billing Class for this transaction.

Watch a video on the mass drop/mass write-off feature. 

1. Click Billing in the left-hand menu.
2. Click the Reports tab.
3. Click Past Due Members / Mass Drop in the executive section.

   

4. Click Generate Report to see a list of all members with over-due member fees and dues.
5. Select the members you’d like to drop by checking the box in front of their names.
6. Ensure the correct drop date is listed above along with the desired Drop Reason and Drop Comments.
7. If you’d like to write off all the open invoices to their original accounts, check the Write-off member balance(s) check mark and enter the desired write-off date.
8. Recommend: Select Disable rep(s) in group(s) so that reps will no longer be included in communication with the group.
9. Click Drop Selected Members.

Cancel A Write-off 

If you want to cancel the write-off, click on the Writeoff Ref # ID and hit the Cancel Writeoff button.  It will open the invoice back up for payment.