Hey, team - looking for some advice on Write-Off best practices used in conjunction with automation schedules. I’ve got a client who has 3 specific customers whom they will consistently write off small amounts for. There are instances when they have many invoices applied to a payment and we’ve instructed them to simply manually enter the Balance amount in the Write-Off Amount field.
This isn’t a big deal, but I’m interested in automating it since it’s a literally just them copying one field (Balance) into another (Write-Off Amount.) However, there may be invoices where the Invoice Amount is less than the Write-Off. We would NOT want these to be automatically written off.
In a perfect world, we would only display those invoices that have been partially paid on the Write Off Balances and Credits screen. The issue, though, is that there doesn’t appear to be a condition or filter element on the Automation schedule that would segregate invoices that have been partially paid, i.e., a balance that is less than document amount. Any thoughts on this would be extremely helpful. Thanks!