Write off

To write off payments when you do not anticipate the client submitting the pending transaction amount, please follow these steps: 

1. Navigate to the Homepage and locate the Quick Actions sectionClick on “Pending Transactions.”
2. Hover your cursor over the name of the client whose transaction you want to write off.Click the three-dot (⋮) icon next to their name.
3. Select “WRITE OFF” from the dropdown menu.
4. In the dialog box that appears, click “OK” to confirm the action.
5. On the Payment page, enter a reason in the Note field for internal reference.
6. ✅ Click “WRITE OFF” to finalize the process.