Q: How do I write off an invoice?

A:  You can write off either an entire invoice or partial balance due to bad debt or a customer service issue. To write off an invoice, follow the steps shown in this video or in the written instructions below.

Written Instructions

1. Open the invoice you need to write off. 

2. Open the File menu in the upper left corner and click Write Off Invoice. 
   
    

3. A new window will open to create a credit memo that is already linked to the invoice as a write-off. 
   
   
   
   Make the following selections:

• Invoice Classification - If you utilize classifications, select the classification here. See also: Invoice Classifications

• Invoice Status - Select the status of the invoice. Invoice statuses can be used for sorting purposes on the Invoices hub and on your reports. See also: Invoice Statuses

• Invoice Description - This will automatically default to Write Off. The invoice description is displayed on the Invoices tab of the client and/or session records, as well as on the Invoices hub.

• Sales Rep - Choose the sales rep from the drop-down list.

• Write Off Price List Item - Choose the price list item you wish to use. Note: You can create an item in your price list specifically for write offs if desired. See also: Setting up a Price List

• Item Description - Enter an item description if applicable.

• Write Off Amount - Choose or enter the amount to write off.

4. After all selections are made click OK. A write-off credit memo will be created and the credit balance will automatically be transferred back to the original invoice.