Edit or Undo a Write Off

Once a write off has been issued, you may need to reverse or edit the write off amount. Follow the steps below to edit a write off. 

1. Getting started

Locate and click the Ledger tab of the client record you want to create the write off for.

2. Navigate to the write offs section of the client ledger

The Write Offs widget is found at the bottom of the client ledger.

2a. Edit a write-off

Under the dropdown menu, click the Edit Write Off option to make a partial adjustment to the original write off. It's always a good idea to enter a reason for the adjustment. When your edits are complete, click Save.

2b. Undo a write-off

You may want to completely reverse a write off. If so, click the 'Undo Write Off' option to remove the write off entirely. This will reopen the original invoice and allow you to apply a payment towards it.