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This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable

Enter A/R adjustments: Write-offs

You can enter adjustments to A/R (Accounts Receivable) balances in Practice CS in the form of credit memos, debit memos, and write-offs.
Write-offs reduce accounts receivable. You can apply them to invoices, service charges, and debit memos. Write-offs are similar to credit memos and are usually used to distinguish the reason for reducing the accounts receivable in the general ledger.
  1. Select
    Actions
    , then
    Receipt & Adjustment Entry
    .
  2. Enter a
    Control Date
    .
  3. Select the
    Adjustments
     tab.
  4. Enter the
    Date
    . This is the date the transaction will be posted.
    note
    To change the date to default to the
    Control date
     or
    Today's date
    , go to the
    Receipt & Adjustment Entry
     tab, and select
    Setup
    , then
    User Preferences
    .
  5. Enter or select the client.
  6. Select
    WO
     in
    Type
    .
  7. You can enter a
    Reference Number
    , if needed.
    note
    The
    Reference Number
     is 30 characters of text that you can use for any purpose.
  8. Enter the
    Amount
     of the write-off.
  9. If the
    Apply
     screen doesn't open:
    1. Select the ellipsis button between the
      Amount
       and
      Applied amount
       columns.
    2. Enter the amount of the write-off to apply next to the invoice or debit memo to apply it to.
  10. You can enter a
    Comment
     to describe the reason for the write-off and who requested or authorized it.
  11. Select
    Enter
     or press Tab on your keyboard to complete the transaction and move the cursor to the next transaction.

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