Write-Offs
Overview
If you know you'll never receive payment for part or all of an invoice, you can write-off the balance of the invoice.
To write off the balance of an invoice, you'll first have to enable the write-offs feature in your account.
Enable write offs
- Go to
Add-Ons and searchWrite-Offs then clickGet Started - Set "Enable This Feature?" to "Yes"
Save
Mark an invoice as a write-off
- Go to the invoice and make any payments you can against the invoice first
- Click the three vertical dots and select
Write-off Balance
Once you write off the balance, the invoice will be marked paid, and the written-off portion of the invoice notated in the transaction history.
note
Write-offs do not currently sync to QuickBooks desktop, QuickBooks Online, or Xero.
Write-off actions
There are a few different actions underneath a write-off.
"Mark Voided" - This will void or cancel your write-off.
"Change Applied Write-off" - This will let you edit how much of your write-off is applied to specific invoices.
"PDF Write-off" - This will let you download a PDF copy of your write-off.