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Void versus Delete for Credits, Write-offs, Refunds, and Overpayments
The following table shows what occurs when a credit, write-off, refund or overpayment is voided or deleted. The option to Void versus Delete is set under the Allow Deletion for Days of Finance, General Settings. If the Allow Deletion for Days is set to 0 (Best Practice) then Void is the only option. Delete rem…
Create a Write Off
When needed, you may create a write-off on the Billing module Sales/ Invoices tab OR on an individual contact's Billing tab. The process will be the same as discussed below. IMPORTANT: You cannot write off an invoice that has already been paid. * Select Billing in the Navigation Panel. * Click the Sales/ …
Billing Video Tutorials
Webinars * Setting Up Billing (45 minutes) Handout * Daily Billing Activities (45 minutes) Handout * Managing Membership Dues Billing (51 minutes) Handout The Basics Billing - Initial Setup * Setup your Chart of Accounts * Import Chart of Accounts * Setting up Fee Items * View and Update I…
