How to Write Off Invoices

Overview

This guide explains how to write off invoices in Cornerstone Billing Solutions. Use this process when outstanding invoices need to be cleared from a customer's account without collecting payment — for example, when a balance is uncollectible or requires an accounting adjustment.

This article is intended for billing users who have access to the Post Payments screen.

⚠️ IMPORTANT

Writing off an invoice is a permanent accounting action and cannot be undone automatically. You will be prompted to confirm your selection twice before the write-off is applied. Please review all tagged invoices carefully before proceeding.

Steps to Write Off Invoices

1. Click the Payments Icon from the main navigation.
   
   
   
2. Click Post Payments from the menu options.
3. Click the magnifying glass icon to open the customer search.
   
   
   
4. Search for and select the customer whose invoices you want to write off.
5. Click OK to confirm the customer selection and load their account.
6. Tag all the invoices you want to write off.
   
   
   
7. Click 'Write Off Tagged Invoices'.
8. Click Yes on the first confirmation prompt.
   
   
   
9. Click Yes on the second confirmation prompt.
10. Click OK to complete the write-off process.
11. Click Cancel to exit the screen.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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