If users do not want to bill a charge, it is possible to write off the charge on the Charge Approvals tab.
To do this:
- Go to the Charge Approvals screen (Finance tab/left hand menu on Charge tab of a case)
- Use the Filters to find the particular charge(s)
- Select the ‘Write off’ status next to the relevant charge(s)
- Select a Write off reason
- Click ‘Update’
The charge will no longer be able to be edited or billed.
The Write Off reason is displayed when viewing the details of the charge.
The charge History will indicate which user wrote off the charge.