Writing off a Balance
Writing off a balance in
Personify will allows you to write off part or all of a line item’s balance.
This write-off is used when receiving payment is impossible or unlikely.
- From the Order Entry
screen, first highlight the appropriate line item.
- Click on the Adjust
Price screen task from the Work with Line Items screen task category
on the left.
- Verify that you have
selected Write-off Balance.
- Enter the Adjustment
Amount. This is represented as positive and negative numbers. For
example, if you want to adjust the price down $5, enter -5. If you want
to adjust the price up $5, enter 5. Once the amount is entered, use the
tab key to lock the amount into the row.
- Enter an Adjustment
Reason, this is required
- Click the Save
button to update the record appropriately.
