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Level 1

Write off an Invoice balance

A patient left our medical practice and has a balance on her subscription invoice. I need to write off that balance. It is not considered bad debt. I cannot find an answer in the Help section. Appreciate your advice.

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Level 15

Write off an Invoice balance

IMO it is bad debt, but if you want you can write it off to sales discounts too

 

create a service item, name it, and select the write off account you want, use that item on a credit memo for the client, apply the CM to the open invoice

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