Solved

AR write off

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:

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

+8

@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!

Sign up