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Forgiving old debt so it doesn't show up on reports

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Kay Campbell

We have some clients with old debt balances that we don't feel we will ever collect.  I would like to forgive some or all of this debt so the accounts don't keep showing up on the Outstanding Balance report.  What is the easiest way to do this?

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  • Katie Julander

    Same! For me specifically debt that is PR. I want to clear it from the Outstanding Balance report while also noting that they didn't actual pay it but I am forgiving it. 

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  • Sara

    Hi Susan,

    I recommend writing off these old balances so that they no longer appear on the Outstanding Balances report. To write off a payment, go to the client's Overview page > Billing to the edit the specific invoice balances that you would like to write off. This Help Center Guide will further go over the process of adding in a write off for a client: https://support.simplepractice.com/hc/en-us/articles/115002483786-Appointment-level-billing-changes

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