How To Write Off A Credit
| Document Version | v.3 |
|---|---|
| Document Last Updated | 2/14/2024 |
| Software Version Documented | v.9.9.2 |
How to Write Off a Credit
If you would like to write off a credit in Savance Enterprise follow these steps:
- Open up the Manage Accounts Window (Accounts > Manage Accounts), search for the account who has credit you would like to write off.
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Click on the Credit History tab in the Accounting Manager, you can search through credit here by listing a specific Invoice number, or searching between a certain date range.
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Right-click on the credit you would like to write off and click “Write Off the Undisbursed amount”
- Choose the account you would like to use for the write off and hit Ok
- You have successfully written off the credit on the Account.