#AcumaticaTnT Write-Off Customer Invoice Balances

If you need to write-off customer invoice balances, you can use the Write Off Balances and Credits (AR505000) screen.

There are 3 key fields to note:

1. Type: If you set this to Balance WO, then it will show you documents with a "positive" balance like Invoices and Debit Memos. If you set this to Credit WO, then it will show you documents with a "negative" balance like Credit Memos.

2. Limit: Set this to a dollar amount. It will show you documents in the grid with a balance that is lower than this dollar amount.

3. Reason Code: This will determine the GL Account that will get used for the write-off. The reason codes shown will be those that have a Usage of Balance Write-Off in the Reason Codes (CS211000) screen.