Sometimes patients have a remaining balance at the end of care or a PI Case. If you are wanting to write this off, Clerk makes writing that balance off in bulk easy! Let's show you how to do it 🎉

Head on over to your Reports Tab to locate your Bulk Write Offs:

Next, select which Invoices you would like to write off and then click Bulk Write Off Selected Invoices:

You will then be taken to this screen:

Here, you can either choose the amount that you would like to write off for each Invoice, or you can Write Off All, which will automatically fill in the full Amount Due / total for each Invoice. Once the desired amount has been entered, go ahead and press Submit!

✨Fun fact✨ We've also added a Write Off option when creating an individual Invoice! Just select it from the dropdown when you go to take a payment:

And that's it! Easy peasy 🍋 squeezy ;)