18.8. Write-Offs

*THE BIG WHAT
A write-off is an uncollectible debt and should only be used as a form of payment when a client refuses to pay you.

Tracking Write-Offs

The best place to retrieve this data is from the financial Export by Appointment Date.

1. Go to Accounting > Financial Export
2. Choose the report type: Appointment Date
3. Select the date range to search results for.
4. Export the report to an Excel spreadsheet so the data can be manipulated further.
5. Once opened, go to the sheet labeled “Services.”
6. On the Excel toolbar locate the button “Sort & Filter” and apply a Filter to the report. This will produce down arrows along the column headers.
7. Locate the column labeled Tender Type and click, the down arrow.
8. Use the search bar on this menu to filter out “Write Offs” You will need to type in these words and then click OK to view the resulting appointment details where a write-off was used.

Filter Out Write Offs from the Financial Export

Payment Notes are not included in this report, to view any notes about the write off, you will need to look up the client/payment one by one.