Support Suite

This guide will show you how to write off an invoice.  For example, your customer will not pay you, so you need to write off the entire amount.  Maybe the customer feels that they should only pay you a portion of the invoice, so you need to write off a certain amount.  Maybe the customer went out of business, and you'll never see that money.  It's an unfortunate part of doing business with someone.  Here is how it's done.  First, it is required that the order or suborder is in the invoiced state and there is a balance due.  This will make the open invoice appear on the Receive Money screen in the Accounts Receivable section of the Accounting Manager.

What you will do is place a checkmark next to the invoice you want to partially or fully write off.  For the payment method and amount fields, you will put in however and how much the customer partially paid you, if they did at all.  If you were not paid at all, and you simply want to write off the entire amount, you'll choose cash as the payment method and 0.00 as the amount.  Now hit the Post button.  You should immediately see an Underpayment screen come up.

The underpayment amount will be the invoice amount minus the partial payment amount (if there was one).  For a complete writeoff, this amount should match the full amount of the invoice.  Just make sure you choose the "Write off the remaining balance" option.  It should choose your default ledger account specified for bad debts, and when you hit the Accept button, the operation will be complete.