Steps to Write-off Small Customer Balances

Use the Write Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can specify a writeoff limit and cutoff date, and whether to create one credit or debit memo for each customer or document. The debit or credit memos that you create will be posted and applied to the documents you’re writing off balances for.

• Write Off Documents

Tools > Routines > Sales > Write Off Documents
Select Write-Off Type
Select to Create One Write-Off Per Customer or Document
Enter Write-Off Limit
Enter Cutoff Date
Enter or Select Range of Customers or Choose All Customers
Print Write-Off Documents Preview Report
Click ‘Preview’ Button to View Customers and Write-Off Amounts
Click ‘Process’ to Create Debit Memo or Credit Memo that Gets Automatically Applied to Outstanding Credit Balance or Debit Balance

The Write-off Preview Window can be accessed to preview those Customers that have a balance that will be written off, prior to actually running the procedure. The Customer ID will be a Blue hyperlink, allowing you to drill down to see the details. Once you have reviewed and approved the documents to be written off, continue the process.

• Preview Customers and Underpayment/Overpayment Amounts

Tools > Routines > Sales > Write Off Documents > Preview Button
Drilldown on Hyperlinks to View Details of Amounts to Write-Off

Tags: Microsoft Dynamics GP Distribution

View Posts by Tag

accounts payable business portal Buy Dynamics Buy Dynamics GP Buy Great Plains Cash For QuickBooks community discount on dynamics gp donations Dynamics GP Dynamics GP 2010 dynamics gp customer success Dynamics GP Los Angeles Dynamics GP Partner Dynamics GP Pricing Dynamics GP Project Dynamics GP Promotions dynamics gp training Dynamics Great Plains ERP Financials and General Ledger Goodwill of Orange County gp 2010 Great Plains Great Plains Consulting Great Plains Training Microsofdt Dynamics Gold Competency microsoft Microsoft Business Solutions Microsoft Dynamics GP Microsoft Dynamics GP Distribution Microsoft Dynamics GP Financials Microsoft Dynamics GP in Los Angeles Microsoft Dynamics NAV Microsoft Great Plains News quickbooks quickbooks replacer kit QuickBooks vs Dynamics GP QuickBooks vs Dynamics GP Features smartlist Technology Management Concepts TMC upgrade quickbooks Webinars