How to Write off an invoice

In order to Write Off an Invoice follow the following steps;


Step 1

Go to the invoice you want to write off and click on More Actions.


Step 2

This brings up a drop-down with various options.  You should click on Write Off Remaining.


Step 3

Once you click on this it brings up the window below.  This is showing you the amount you are about to write off.  If this is correct click Accept or click Cancel if you want to cancel.

For my example, I have clicked Accept.  Once I have done this it brings me back to the invoice where you can see the write off has been recorded.  

You will now notice that the outstanding amount at the bottom of the invoice is now £0.00.  

The debt has now been written off for the patient.