Write-off Amount
A write-off eliminates a customer's
account balance when it is not collectable. Use Enter
Write-offs to record an amount that cannot be collected.
Enter Write-Off
2. Verify the date.
The current date is the default date.
3. Enter a plot.
You can
enter the plot number or owner. You can also Search this field. When you
enter a plot number or name, the unpaid billings that belong to the plot
number will be displayed in the transaction grid.
4. Enter a source ID (optional).
Add the owner's name or transaction code.
5. Enter a description.
Example: Billing write-off
6. Enter the write-off amount.
Use the Write-off column in the transaction grid to enter the write-off amount.
7. Press Enter.
The
transaction is saved. The transaction summary displays in the Write-off
Summary grid.
Delete a Write-off Amount
1. Open Connect Cemetery Management > Plots > Enter Write-offs.
2. Enter the date.
This is the date when the write-off transaction was created. The transactions that were created on that date will be displayed in the Write-off Summary transaction grid.
3. Note the transaction's reference number.
4. Click Delete/Abort (CTRL+D).
5. Click to select Delete Single Reference Number.
6. Enter the reference number.
7. Click OK.
The
write-off transaction is deleted.
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