Use Bill Write Off Reasons to track and report on write-offs for bills.
Only daisyBill Users with an Administrator role can manage Bill Write Off Reasons. For accounts with multiple Billing Providers, daisyBill maintains separate Bill Write Off Reasons for each Billing Provider.
For more information on applying Bill Write Off Reasons, see the Help Article: Apply Write Off Reasons.
How to Add a Bill Write Off Reason
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This navigates directly to the selected Billing Provider.
Step 2. Click the ‘Bill Write Off Reasons’ tab
Step 3. Click ‘+ Add Reason’
Step 4. Enter the ‘Description’
Write a clear description that explains when your team should use the Bill Write Off Reason. The best practice is to create a naming convention, so all team members can easily identify Bill Write Off Reasons in a list.
Step 5. Enter the ‘Reason’
Use the language you want to appear on your Bill History when your team uses the Bill Write Off Reason.
Step 6. Click ‘Add Reason’
Step 7. (Situational) To edit a Bill Write Off Reason, click the Pencil icon
New Bill Write Off Reasons are automatically set as Active. To deactivate a Bill Write Off Reason, toggle the ‘Active’ button off.
Step 8. (Situational) To delete a Bill Write Off Reason, click the Trashcan icon
Voila!