A write-off indicates that the fee is no longer expected to be paid and is considered uncollectible. Write-offs are used when it's determined that the outstanding amount will not be recovered.
Process a Write-off
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Navigate to the Fees tab on the enrolment that you want to create the Credit for.
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Click on the New Credit button above the Data Grid and then select Write Off (this button will not appear if the total balance for this enrolment fee is $0). The Credit Wizard will display.
On the Credit Wizard:
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Select the transaction date (defaults to today).
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Customise the grid as needed (learn more about customising the grids)
The Due Amount column shows the maximum amount that can be credited per item. -
Use one of the following methods to enter the credit amounts:
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Manual Entry: Double-click the relevant cell in the Credit Amount column and enter the amount manually.
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Full Item Credit: Double-click any row to credit the full amount for that item.
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Full Group Credit: If records are grouped, double-click the group row to credit all items in that group in full.
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Credit Selected: Select specific rows using the check boxes, then click Credit Selected in the action panel to credit those items in full.
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Credit All: Without any rows selected, click on the button Credit All from the grid actions panel to credit in full all the items in the grid.
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Click Submit to finalise.
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The credit transaction will now display on the grid.
Edit a Credit Write-off Transaction
Only a few details can be modified on a credit. For more extensive updates, the credit must be deleted and recreated.
To edit the write-off transaction:
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Go to the Fees tab of the Enrolment of interest.
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Click on the Credit Write-off that you’d like to edit. Then click on the Edit Credit button on the grid action panel, or simply double click on the row.
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Modify the detail as required and click on Update to save the changes.
Delete a Credit Write-off Transaction
Credit Write-offs generated from a debit process cannot be deleted directly. To remove them, delete the related debit transaction, which will automatically remove the associated Credit Write-offs.
To delete a credit transaction:
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Go to the Fees tab of the Enrolment of interest.
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Click on the Credit that you’d like to delete. Then click on Delete Credit button in the grid action panel.
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Confirm to delete.