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The Mass Writeoff Invoices tool allows you to filter to specific invoices that you wish to write-off in bulk. When a write-off is done journal entries logged, when the invoice was created, will be reversed. With accrual accounting this will involve a debit to the revenue account credited when the invoice was created and a credit to the accounts receivables account debited when the invoice was created. 

1. Click Setup in the left-hand navigation panel.
2. Click Mass Writeoff Invoices in the Data Tools section.

   

3. You can apply the following filters:
   • Invoice Date Range
   • Fee Item Type(s)
   • Membership Types(s)
   • Membership Status
4. After choosing filters, click the Run Report button to update the list of invoices.
5. Click the Review Writeoffs button.

   

6. (Optional) Enable Use Invoice Date For Writeoff Date if you wish the date of the writeoff to be the date of the invoice. If this option is not selected the writeoff date will be the current date. Your business processes will drive how you wish to date the writeoff. If you have already closed out the period you will not be able to set the writeoff date to the invoice date.
7. (Optional) Mass Writeoff date. You can enter in the desired writeoff date. If a period is closed you will not be able to select a date within the closed period
8. (Optional) Enter Notes.
9. Click Writeoff.

   

10. Review the Warning! screen
11. Click Yes to continue with the writeoff.

You have now successfully written off all invoices. Dependent on the number of invoices you are writing off the process may take a few minutes to complete. 

NOTE: You can also writeoff invoices individually by clicking the   icon for the desired invoice and choosing Create Writeoff.