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How to Write-off a Loan Account

To write-off a loan account, a spade user must be granted permission to do so.

To write-off a loan account

To write-off a client or group loan account, select the client or group. Click the General tab.

  1. Click the loan account to be written-off.
  2. Click More, Write-off on the action bar.
  3. Accept the date default for Write off on or pick a date in the past from the calendar pop-up.
  4. The Amount to be written off will display.
  5. Optionally, type a descriptive Note.
  6. Click Submit.

The loan account status will be changed to Closed (Written-off).