{"id":2258,"date":"2022-02-21T19:02:14","date_gmt":"2022-02-21T19:02:14","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2258"},"modified":"2022-10-28T13:53:29","modified_gmt":"2022-10-28T13:53:29","slug":"how-to-handle-customer-write-offs-in-gp","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2022\/02\/21\/how-to-handle-customer-write-offs-in-gp\/","title":{"rendered":"How To Handle Customer Write-Offs in GP"},"content":{"rendered":"\n

Too many lingering customer balances on your A\/R Aging Report?<\/h2>\n\n\n\n

Do you need to clean up your AR Aging report?  Do you have small, lingering customer balances on your report?  If so, you can use the Write-Off\u2019s feature to eliminate them.<\/p>\n\n\n\n

You\u2019ll first want to be sure a customer is set up to allow write-offs.  Go to the Customer Maintenance Options<\/strong> window and select either Unlimited or Maximum (requires a maximum amount to be entered.)<\/p>\n\n\n\n

\"customer<\/figure>\n\n\n\n

Go to Sales > Routines > Write Off Documents<\/strong>.  You can run this routine to process write-offs for many customers at once or for one customer at a time.  The routine will create either a Debit Memo or a Credit Memo, depending on whether the customer has a negative or positive account balance.<\/p>\n\n\n\n

Choose whether you want to write off Underpayments <\/strong>or Overpayments<\/strong>.  Next, select whether you want to create one write-off (debit memo or credit memo) per customer or per document being written off.  In the Write-Off Limit<\/strong> field, enter the maximum outstanding balance for documents to be included.  Documents with a document date on or before the Cutoff Date<\/strong> will be included.<\/p>\n\n\n\n

Click on Preview<\/strong> to view, mark, or unmark the customers to write off balances for.<\/p>\n\n\n\n

Click on Process<\/strong> to create the write-off documents.<\/p>\n\n\n\n

\"write<\/figure>\n\n\n\n

You can also write off amounts while entering a Cash Receipt transaction.  In the Apply Sales Documents window, if you have an Amount Remaining, you can enter that amount in the Writeoffs field.<\/p>\n\n\n\n

\"apply<\/figure>\n\n\n\n

Contact CSSI For Help<\/h2>\n\n\n\n

Have questions or need help with A\/R write-offs? Contact CSSI for GP help.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Too many lingering customer balances on your A\/R Aging Report? Do you need to clean up your AR Aging report?  Do you have small, lingering customer balances on your report?  If so, you can use the Write-Off\u2019s feature to eliminate them. You\u2019ll first want to be sure a customer is.<\/p>\n","protected":false},"author":4,"featured_media":2381,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[295,294,293],"class_list":["post-2258","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-gp-a-r-balances","tag-gp-a-r-cleanup","tag-write-offs"],"acf":[],"yoast_head":"\nHow To Handle Customer Write-Offs in GP - CSSI<\/title>\n<meta name=\"description\" content=\"Do you need to clean up your GP A\/R Aging report due to small lingering balances? 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