Write off money that isn't coming
Close out a debt a customer is never going to pay.
What this is for
A write-off tells your books the money is lost. It raises a credit note to your bad-debt account so your accounting software agrees, and takes the amount off what the customer owes — which matters if you use credit limits, because an old debt nobody can write off would block that customer forever.
Step by step
- 1
Set your bad-debt account code once, under Admin → Accounting.
- 2
Open the job's Accounts tab and open the invoice you're writing off.
- 3
Choose Write off, enter the amount, and pick a reason.
Tips & gotchas
- You can write off part of an invoice — if a customer settles at sixty cents in the dollar, write off the rest. The invoice stays owed for the remainder.
- Only an invoice that has reached your accounting software can be written off. If it's stuck with a sync error, fix the sync first.
- Written-off amounts show on the customer's record, so the next person deciding whether to extend them credit can see the history.