Ability to Clear or Write Off Customer Balances

🧩 Problem Statement

Some customers have lingering balances (credits or outstanding amounts) that remain on their accounts for long periods without resolution. There is currently no straightforward way for internal teams to clear or write off these balances, leading to inaccurate financial states, operational friction, and confusion in reporting and customer management.


👤 User Story

As a finance team member
I want to be able to write off or clear a customer’s balance,
so that I can resolve stale balances and maintain accurate and clean account records.

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Upvoters
Status

In Progress

Board
💡

Pelcro Product

Date

23 days ago

Author

Rana Haleem

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