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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​

  1. Go to Add-Ons and search Write-Offs then click Get Started
  2. Set "Enable This Feature?" to "Yes"
  3. Save

Mark an invoice as a write-off​

  1. Go to the invoice and make any payments you can against the invoice first
  2. 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.