Write-offs

As of Sales Pack v4.0.

Write-offs allow settling an outstanding invoice balance without receiving or issuing a payment. They are commonly used for minor discrepancies, rounding differences, or immaterial amounts deemed uncollectible.

Write-offs are allocated to invoices the same way as payments or credit notes.

Warning

As write-offs do not include line-items, they should not be used when a reduction in tax liability is required. They also should not be used to cancel an entire invoice. In such cases, credit notes should be used instead.

Access to Write-offs is controlled by Roles.

Write-offs are available at: Invoices tab > top-right menu > Write-offs. Or you can use the global search for quick access. An administrator can add the Write-offs tab to the navbar.

You can create a write-off for an invoice from the invoice detail view, from the top-right menu. The outstanding amount will be pre-filled in the write-off's amount field.