AR write off

  • 17 May 2024
  • 3 replies

Userlevel 3

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


Best answer by annaxborisova 17 May 2024, 18:24

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3 replies

Hi @CJohnson15. Please check out this topic: 


Userlevel 4

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.

Userlevel 7
Badge +7

@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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