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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Email: support@service.works
Phone: 636-330-0329 Ext #1
