This article describes how to write off a bill within Unity® Accounting

To write off a bill

1. Click on Clients & Matters and select the client.
2. Click on Bills & Payments tab.
3. Select a bill to be written off.
4. Right click on a bill > Write Off.
5. Select an appropriate date on which bill is to be written off.
6. Enter the reason of write off in the memo field.
7. Click on Write Off.
8. Confirmation of the Write off will display.

Tips

• To understand the allocation of a bill that has been written off review the audit of the write off.
• The status of the bill will display as Written off.  The Write off of the bill will display as a transaction in the Bills & Payments.
• The Write off can be reversed at any time.  Simply right click the transaction and select Reverse.