Writing off customer transactions

Use this procedure to create a full or partial transaction writeoff. If multiple reasons, amounts, or accounts are required, use the Writeoff action. Otherwise, you can perform the Quick Writeoff action.
  1. Sign in as Receivables Specialist or Receivables Manager.
  2. Select Additional Actions.
  3. On the Customer Transaction Writeoff tab, select a company record.
  4. Select a record and select All Actions Menu > Quick Writeoff or select Writeoff.
  5. Optionally, click the Comments button to create company customer comments.