Page Comparison

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1. Ensure there is a service setup called 'Write off'. If GL codes are in use, apply the correct GL codes to this service

2. Ensure that there is a Account Status Type (on the setup tabpage) appropriately named, such as 'Canceled - Write Off'

3. Add a credit or transaction (charge) using the 'Write Off' service with a dollar value that will bring the account balance to zero

4. Finally, change the account status to 'Canceled - Write Off' (or whatever status you have designated for that)

   Select the disable option of

   . In the cancelation options select 'Immediately with NO transaction'

5. Click Save

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Reports now can be filtered to include or exclude accounts with this status. Also, now that the balance is zero on the account, it will not affect totals going forward for debts uncollected on this user account.