Write-Offs
For invoices that won’t be collected (operator dispute, business closed, etc.).
How to Write Off
- Click the dropdown menu on the invoice row
- Select “Write Off”
- Enter a reason (required)
- Confirm the write-off
The invoice status changes to Written Off and is removed from active AR calculations.
Write-offs cannot be undone. Only use this for genuinely uncollectable invoices. If there’s any chance of payment, keep the invoice as Overdue instead.
When to Write Off
- Operator’s business has closed
- Dispute that won’t be resolved
- Amount is too small to pursue
- Approved by management as bad debt
Impact on AR Dashboard
Written-off invoices:
- Are removed from “Total Outstanding”
- Don’t count toward “Overdue”
- Still appear in invoice history for audit purposes
- The write-off reason is stored in payment notes
