Forgiving Misc Charges, Freight, And Taxes

Document Version	v.1
Document Last Updated	7/30/23
Software Version Documented	v.9.9.2

Overview

This document will go into detail on how to forgive taxes, write off miscellaneous charges and freight on invoices. This functionality is used when you have received money from a customer that has underpaid and didn’t pay any of these fees and you wish to remove them.

Forgiving Taxes

In the scenario, you have received money from a customer and they have not paid taxes on the invoice you have a couple of options:

Underpay the invoice and leave the balance for the customer to pay in the future
Forgive the taxes on the invoice and post the invoice as paid.

Go to Accounting > Accounts Receivable > Receive Money > and Enter the Customer

Enter the payment amount and method. Next select ‘Show Invoice Details Columns’

You will notice that additional columns will appear in the receive money screen.

Select the Invoice you are paying and select the ‘Forgive’ to remove/forgive taxes on the invoice.

The taxes will be removed/forgiven for this invoice. The invoice is now ready to be paid so select ‘Post’.

Writing Off Miscellaneous, Freight, and Service Charges

Freight

In the event that a customer has sent payment for an order and has not paid the misc or finance charges you have two options.

Underpay the invoice and leave the balance to be collected in the future.
Write off the charges and pay the invoice.

Go to Accounting > Accounts Receivable > Receive Money > and Enter the Customer

Enter the payment amount and method. Next select ‘Show Invoice Details Columns’

You will notice that additional columns will appear in the receive money screen.

Select the Invoice you are paying and select the ‘...’ next to the Misc. column.

The Invoice Values Write Off screen will appear. To write off the Misc charges select ‘Write Off.’

Select the Ledger you want to apply the Write Off to, and the misc charges will be crossed off and select ‘Apply.’

The freight charges will be removed from the Invoice balance.

The invoice is now ready to be paid so select ‘Post’.

Service Charges

In the event that a customer has sent payment for an order and has not paid the service charges you have two options.

Underpay the invoice and leave the balance to be collected in the future.
Write off the charges and pay the invoice.

Go to Accounting > Accounts Receivable > Receive Money > and Enter the Customer

Enter the payment amount and method. Next select ‘Show Invoice Details Columns’

You will notice that additional columns will appear in the receive money screen.

Select the Invoice you are paying and select the ‘...’ next to the Service column.

The Invoice Values Write Off screen will appear. To write off the Service charges select ‘Write Off.’

Select the Ledger you want to apply the Write Off to, and the service charges will be crossed off and select ‘Apply.’

The service charges will be removed from the Invoice balance.

The invoice is now ready to be paid so select ‘Post’.

## Miscellaneous/Finance Charges

In the event that a customer has sent payment for an order and has not paid the freight you have two options.

Underpay the invoice and leave the freight balance to be collected in the future.
Write off the freight charges and pay the invoice.

Go to Accounting > Accounts Receivable > Receive Money > and Enter the Customer

Enter the payment amount and method. Next select ‘Show Invoice Details Columns’

You will notice that additional columns will appear in the receive money screen.

Select the Invoice you are paying and select the ‘...’ next to the Freight column.

The Invoice Values Write Off screen will appear. To Write off the freight charges select ‘Write Off.’

Select the Ledger you want to apply the Write Off to, and the freight charges will be crossed off and select ‘Apply.’

The Misc/Finance charges will be removed from the Invoice balance.

The invoice is now ready to be paid so select ‘Post’.