AR w/o still appearing on SOA - Initial write-offs did not include sales tax - WOs and Credit Notes Cannot be Processed for Sales Tax Only

QUESTION: I have an Accounts Receivable Write/Off that looks like it was posted but a Statement of Account still prints off with the $302.50 outstanding with interest.  I have ensured that the option to ‘keep producing SOA even if it has been written-off’ is unchecked and it still produces a SOA. What have I done incorrect here?

RESPONSE: Acumin does not accept Write-offs or Credit Notes for taxes only.

AR write-offs are typically processed for remaining balances to generate bad debt expense, whereas credit notes which are processed to reduce fee values or disbursements billed. In both cases, the sales tax is the result of the elements being written off or credited.

To correct the situation, please cancel the posted Write-Offs.  As this is a correction, used the AR Write-Off Transaction date as the cancellation date, else you will cause a timing difference and an unwanted outcome on reports. Once the cancellations are complete, please delete the unposted write-off for sales tax only. 

Confirm the position to the AR balance, it should be restored to the position prior to the posted write-offs which are now cancelled.

As a last step, write-off the invoice remaining balance, so it includes the automatic calculation of related sales taxes. The AR Write off date will need to equal or older than the newest AR Write-off cancellation.