Writing off an invoice allows you to cancel an unpaid invoice when the amount is deemed uncollectible. Use it when a customer cannot pay or the cost of collection outweighs the outstanding balance.
Invoices must be issued to apply a write off. You cannot write off draft or scheduled invoices.
Required LRM Access: Owner
1
Write Off an Invoice
- Navigate to LRM > Finance > Selected Invoice > Invoice Details
- Click Action > Write Off debt
- Add any notes
- Click Save
Applying a write off will always write off the full outstanding amount on an invoice.
You can write off a partially paid invoice.
2
View all Write Offs
- Navigate to LRM > Finance > Selected Invoice > Invoice Details
- Click Action > Write Off debt
- Click Save
