How do I write off a balance I cannot collect?

You will have cleared an unpaid balance as bad debt.

Before you start

You need the write-off permission and a plan that allows it. The invoice must be sent, overdue or partly paid with a balance left. It cannot be one created automatically from a store order, booking, course or subscription.

Steps

1. Open the invoice and More actions → Write off bad debt.
2. Enter the Amount to write off (up to the balance), the Write-off date and the Reason.
3. Press Write off.

What you will see

"Balance written off." If everything left was written off, the invoice becomes written off, not paid. Collected revenue is unchanged and VAT already booked is not reversed.

If something goes wrong

• A reason is required, and the date cannot be in the future or before the invoice date.
• To undo it use Void write-off on its row, with a reason: the balance is owed again.
• While a write-off stands you cannot change or cancel the invoice status by hand.
• No email or SMS is sent to the customer.