Applying Write-offs

Applying Write-offs

You can view billing by the individual client from within their client chart (Billing tab) or by selecting Billing on MBP's main page

Once you have found the appointment you want to write off, you will select the Action tab ➡️ Apply Write-off

From here, the Record Write-off box appears. You can add the date, amount, and any other reference notes for the write-off and select Record Write-off

To see a full record of the write-off select By Transaction