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Balance write-off - Enable partial write off on a AR Invoice balance

At present the balance write off process does not allow to enter a write off amount on a balance and also automatically releases the Balance Write off transaction without a chance to edit it.

Should be able to enter an amount to write off against an invoice and a chance to edit the transaction once it is created.

  • Guest
  • Mar 10 2020
  • Gathering Feedback
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  • Admin
    Feedback Admins commented
    11 Mar 08:17am

    Dear Guest,

    The main purpose of the Write Off process is to let users to write off uncollectible debts. That's why it writes off the total outstanding balance of the selected documents and closes them. Simple and straightforward.

    If you need to reduce an amount a customer owes you for the particular invoice, I recommend you to use the Reverse and Apply to Memo action on the Invoices and Memos form that creates a credit memo based on the invoice. The memo is editable, so that you can specify the needed amount and the appropriate revenue account to be debited. Additionally, the system applies the memo to the original invoice. If the invoice to be written off is taxable, you can also reduce the tax payable amount with the memo.

    Regards,

    Olga Anisimovich (Product Manager – Financials)