Write Off Amount Due on Invoice

Modified on Thu, 23 Nov, 2023 at 9:38 AM

Using "write off" reduces the outstanding amount on an invoice by "writing off" part or all of the outstanding balance. You may want to write off a sum of money:

When the client says they are not going to pay and/or you consider the money un-recoverable.
When the amount outstanding is very small. For example, a client pays $45 instead of $46. Rather than chase the outstanding $1.00, you "write off" the amount and mark her invoice paid in full.

How Do I Write Off an Amount from an Invoice?

Navigation: Clients > access a client account > Orders & Invoices

Step 1

View the invoice by clicking the blue "Invoice No."

Write off an amount on an invoice in cat sitting software

Step 2

Click "Write Offs" on the left.
Date, details are pre-filled, but you can edit if needed.
Amount is pre-filled with the total Invoice amount, but this can be edited.
Click "Submit."

Write off an amount on an invoice in pet sitting software

Info:
If a write off amount is entered that is greater than the total invoice amount, the following error message is displayed on screen "Invalid: Amount is greater than the total unpaid!."

Note: 
After "Write Off," the balance owed is reduced to reflect the written-off amount.
The "Written Off" amount is displayed on the client's Orders & Invoices page.
The invoice is marked "Paid" if the write-off was the same as the Invoice amount due.