A Sent, Partial, or Paid invoice can be written off by clicking into the individual invoice view and clicking Write-Off Options. You’ll need to select a write-off method from the popup window:
|Write Off Balance as Bad Debt||
Used if the balance of the invoice will never be paid (eg rounding or small underpayments that will not be followed up)
Will write off the remaining amount against the relevant GL account code
|Do Not Re-Invoice||
Used if the invoice should not have been sent
Will write off the invoice and mark the items as never invoice
Used if the invoice is incorrect
Will generate a new draft invoice to edit and reissue.
If a partial payment was applied to the original invoice, writing off the invoice will treat the amount paid as an overpayment. You can either allocate this to a different invoice for the customer or refund directly to the customer.
Used if the invoice should not have been issued or was sent early
Will cancel the invoice and return any invoiceable items to the Invoicing > Invoiceable Items report so that you can include them on a future invoice
When an invoice is written off, a credit note will be created. This action will be recorded in the History section of the original invoice.