At times, there is probably a few occasions, where you we might have a few patient accounts that you need to write off and you also don't want it to go under discount either..However the way that the write off function currently works is that when you put through a write off (in the payment section), it goes through as a payment and then shows up in the dentists transaction report which means they get paid for it. To avoid that, there is another way we can process a write off where you can create another payment method labelled as Write-Off.
Go to Settings > Financial > Payments.
Scroll down to the bottom.
Click the "+Add Payment Method" (highlighted in blue).
In the new payment method (highlighted in red), enter "Write Off" in the Name field.
Toggle on the Enabled.
Click on the Save Changes(highlighted in Orange) button.
When you perform a payment that you would like to write off, you can select Manual from the Payments/Claims.
In the Payment Method panel, enter the amount in the Write Off field. Click the Take Payment button.
Navigate to Reports > Practitioner's Payment report.
In the Method column, you can exclude the write off method in the filter.
