[Tutorial Video] How To Write Off Customer Invoice

Sometimes, you may have an unpaid customer invoice that you no longer expect to be collected. Instead of marking the invoice as Paid, which would affect your payment reports, you can use the Write-off feature.

Write-off allows you to close uncollectible customer invoices without changing your actual payment records. The write-off amount is recorded separately and included in its own report, keeping your payment reports accurate. To write off an unpaid customer invoice, follow the steps below:

I. Write Off Configuration

Step 2. Add New Write Off Option and click Save

There will be a success toaster after we've done saving the new Write Off Option

II. How To Add Write Off in the Customer Invoice Detail

Step 1. Go to Orders and click on the Customer Invoice number with Unpaid/Partial payment status

Step 2. Go to Payment, then Select Write Off Tab

Step 3. Enter the detail from the Write Off Form and click Ok

Here we can enter the Write off date, Write off reason, and Write off note.

Here we can also enter the Write Off Items.

The amount of a write-off item can be entered manually. However, the write-off item types cannot be created manually. These write-off item types are automatically generated when marketplace orders are recorded into DealPOS through the Omnichannel Apps feature.

Notes: The write-off item types represent various marketplace charges, such as admin fees, service fees, order processing fees, and other deductions imposed by the marketplace and charged to the seller.

Notes: When entering the write-off item amounts, you must allocate a value to each write-off item until the total of all write-off items matches the Remaining Unpaid Amount displayed above. If the total write-off item amount does not match the remaining unpaid amount, the write-off cannot be created.

Step 4. Add Write Off Success

A confirmation toast will appear indicating that the write-off has been created successfully. The payment status will be updated to Write Off.

III. How To See Write Off Reports

Step 1. Go to payment and select Write Off Tab

You can view the total amount of all write-offs that have been created in the Write-Off menu.

Step 2. Go to Write Off Item tab in the payment menu to see detailed amount from all write off items

When entering the write-off item amounts, you can view the detailed amount for each write-off item in the Write-Off Item menu.

DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.

With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).

For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.

How To Write Off An Unpaid Or Partial Customer Invoice Payment