Write Off an Invoice

 

To write off an invoice, go to the Finance Tab>Invoices

 

 

 

There are two different ways to mark the invoice as written off.
The first way is to select the box beside the invoice you want to write off and click “Mark As” and select “Written Off”

blank

 

 

 

A pop up will appear asking you to confirm that you want to mark this invoice as written off. blank

 

 

 

Once you have marked the invoice as written off you will the the updated status here:
blank

 

 

 

Another way to mark an invoice as written off is to go to the Finance Tab>Invoicesblank

 

 

 

Find the invoice you want to write off and click the magnifying glass to view it.blank

 

 

 

Once on the invoice, click “Mark As” and select “Mark as Written Offblank

 

 

 

A pop up will appear to confirm you want to the mark the invoice as written off.
blank

 

 

 

Once the invoice is written off the stamp will change to “Written Off”blank

 

 

 

To learn how to generate a report of your written off invoices, click here.

Updated on February 28, 2022

Was this article helpful?

Related Articles