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AR write off

  • May 17, 2024
  • 3 replies
  • 295 views

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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

Best answer by annaxborisova

Hi @CJohnson15. Please check out this topic: 

 

3 replies

annaxborisova
Freshman II
  • Freshman II
  • Answer
  • May 17, 2024

Hi @CJohnson15. Please check out this topic: 

 


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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.


iqraharrison
Captain II
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@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!