Page Comparison

1. In the Orders service, create or open a view of the records for orders with a balance you want to write off.
2. Select the specific orders with a balance you want to write off in the view. Do not select any record to process all records in the view.
3. Launch the Invoice Consolidation wizard by selecting the Bulk Write Off Wizard option from the More menu in the view's toolbar.
4. Enter the appropriate payment information. These fields may vary depending on the payment type specified by your administrator. For a standard Aptify installation, the following fields appear:
   • PO # (required): Enter a reference number or other information regarding the write-off in this field. It is required to save the write-off when using the Aptify Bad Debt Write-Off payment type.
   • Terms: This field is for reference purposes only. If desired, enter the original terms for the expected payment of the order that was never received.
   • Due Date: This field is for reference purposes only. If desired, enter the date by which the payment was originally due.
     
     
      
5. Click Finish to complete the wizard.
6. Once the wizard is complete, a summary screen displays the results of the wizard run. Click OK to exit the dialog. 

The wizard creates a Payment record for each of orders in the view with a balance. The payment uses a type of Bad Debt Write-off to bring the order's balance to zero. The wizard also adds a comment to the payments line including the date in which the amount was written off.

The screen capture below shows how the write-off of the order is displayed in the Payment records's GL Entries tab:

1. Create or open a view of the Orders service. The view should contain the orders with a balance you want to write off.
2. Select the specific orders with a balance you want to write off in the view. Do not select any record to process all records in the view.
3. Click the Bulk Write-Off Wizard icon on the view toolbar to launch the wizard.
   
   
    
4. Enter the appropriate payment information. These fields may vary depending on the payment type specified by your administrator. For a standard Aptify installation, the following fields appear:
   • PO # (required): Enter a reference number or other information regarding the write-off in this field. It is required to save the write-off when using the Aptify Bad Debt Write-Off payment type.
   • Terms: This field is for reference purposes only. If desired, enter the original terms for the expected payment of the order that was never received.
   • Due Date: This field is for reference purposes only. If desired, enter the date by which the payment was originally due.
     
     
      
5. Click Finish to complete the wizard.
6. Once the wizard is complete, a summary screen displays the results of the wizard run. Click OK to exit the dialog. 

The wizard creates a Payment record for each of orders in the view with a balance. The payment uses a type of Bad Debt Write-off to bring the order's balance to zero. The wizard also adds a comment to the payments line including the date in which the amount was written off.