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writing off a clients balance



  • Ian Palombo

    Hey Felica - 

    I just stumbled on your question and thought I'd take a minute to offer a suggestion for how we handle this in our clients' accounts:  

    1. Navigate to the client's account
    2. Click "add Insurance Payment" 
    3. Leave the "Payment Method" dropdown blank
    4. In "Payment Number" enter "deductible write off"
    5. Enter $0 for the Amount.
    6. Adjust the date range to include the dates of service you'd like to write off
    7. click the sync 🔄 button in the "write-off" column. 
    8. The write-off amount should auto-adjust to the remaining balance for the date of service. 
    9. Click Save Payment. 

    Hope this helps.

    If you have any other questions feel free to email me at If you ever reach the point where you just don't' want to deal with billing anymore, we'd love to help you out. You can book a consultation with me via our website:


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  • Tracy Wutzke

    There is no "add insurance payment" option under the account. The only option is client payment. 

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  • Kate K. Newby

    The sync button won't click? I did everything else outlined above.

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  • Stephanie Warm

    Keep scrolling down. The "add insurance payment" is further below on the right side, in a light green box, under insurance balance. I hope this helps. 

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