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 section.
2. Click on “Pending Transactions.”
3. Hover your cursor over the name of the desired client, and click on the ⋮ icon next to their name.
4. Select “WRITE OFF” from the dropdown menu.
5. In the dialog box that appears, click “OK” to confirm the action.
6. On the Payment page, provide a reason in the note section for internal records.
7. Finally, click on “WRITE OFF” to complete the process.

This procedure will ensure that the payment is officially written off in your records.