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I need to write off a portion of an invoice however the system only allows me to write off the entire invoice. Is there any workaround to this?

 

Thank you

Hi @CJohnson15. Please check out this topic: 

 

Hello @CJohnson15 

 

system does not allow the write-off of partial amounts via the balance write-off screen. The amount is not editable there.

 

As a workaround, users can try this on a test tenant.

 

1. Create a credit memo and change the account to Write off  account and change the amount that the user wants to write off.

2. Apply a credit memo to the invoice. 

 

Thank you.

@CJohnson15 that way i’ve always done it was create a credit memo and apply to the invoice.  I would upvote the idea anna shared!

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