Write Off an Invoice

Write off an invoice when you won’t collect what’s left on it. The invoice stays in LawnPro and shows on the Written Off Invoices Report. You can write off invoices from the invoice list or from the invoice page.

Write off invoices from the list

1. Go to Finances > Invoices.
2. Check the box next to each invoice you want to write off. The bulk buttons appear above the list.
3. Click Mark as and choose Written Off.

4. The Mark as Written-Off popup asks “Are you sure you want to mark these invoices as Written Off?” Click Yes.

Written off invoices show in pink on the invoice list.

Write off an invoice from the invoice page

1. Go to Finances > Invoices.
2. Click the magnifying glass on the invoice’s row to open it.
3. Click Mark As and choose Mark as Written Off.

4. The Mark as Written Off popup asks “Are you sure you want to mark this invoice as Written Off?” Click Yes.

What a written off invoice shows

Open the invoice. The Invoice Details box shows:

• Status: Written Off.
• Written Off: the date you wrote it off.
• Amount Written Off: the balance that was left when you wrote it off.

Older write-offs don’t show the date and amount lines.

What you can’t do with a written off invoice

A written off invoice is locked until you reopen it.

• No sending. The Send button is hidden on the invoice page. Sending from the list by email, text or Regular Mail skips it.
• No payments. Add Payment is gone from More Actions. The Paid by choices are gone from Mark As. If you try to pay it another way, you’ll see “This invoice is written off. Reopen it before taking a payment on it.”
• No auto-charge. Auto-charge skips it.
• Hidden from the client portal. Your customer can’t see or pay it.

Reopen a written off invoice

Reopen an invoice if you wrote it off by mistake or the customer wants to pay.

1. Open the invoice.
2. Click Mark As and choose Reopen (undo Written Off). It’s at the top of the menu.

3. The Reopen Invoice popup asks “Reopen this invoice? It will no longer be Written Off and its balance will count as owed again.” Click Yes.

The invoice goes back to the status that fits it, such as Pending, Partial or Past Due. The write-off date and amount are cleared. Reopening doesn’t send anything to your customer. You can now send it or take a payment as usual.

To see all your written off invoices, see Written Off Invoices Report. To write off everything a customer owes at once, see Write Off Customer With Balance Remaining.