In order to 'Write Off an Invoice' complete the following steps:

Step 1

Go to the invoice you wish to write off and click on 'More Actions.'

Step 2

Once 'More Actions' has been selected you will see the following drop-down. You should click on 'Write Off Remaining.'

Step 3

Once you click on this it brings up the following window. This is showing you the amount you are about to write off. If it is correct, click 'Accept' or click 'Cancel' if you want to cancel.

For my example, I have clicked 'Accept.' This then brings you back to the invoice where you can see the write off has been recorded.

You will now notice that the 'Outstanding Amount' at the bottom of the invoice is now at £0.00

The debt has now been written off for the patient.

Did this answer your question?