Finance Help Reports

Report: Write Off

In ServiceWorks, you can generate a report based on any payments written off within a period of time. Here’s how to use this report in the software:

Once in the report, you’ll have the option to filter by a date range and / or the type of write off (Customer A/R, Warranty Claims Receivable, or All). Once finished, click Run Report to continue

Now that your report has been generated, this is what you’ll be able to view:

  • Invoice # – The invoice number associated with the write-off
  • Account # – The account number associated with the write-off
  • Customer Name – Name of the customer associated with the transaction
  • Paid Date – The date on which the write-off occurred
  • Amount – Shows how much was written off
  • Type – Show the transaction type for the write-off

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