Sometimes you might find a customer Invoice in which the payment has been unpaid for a long time but you want to treat the payment status as paid for one reason. You can't make the payment to be paid because it will disrupt the payment reports data, instead of changing the unpaid status to be paid, you can use the Write-off option.
Write-off is one of the features in DealPOS that you can use to get rid of debts that are no longer paid because the customer has not paid their unpaid invoices for a long time. The function of the write-off itself is to write off hanging accounts payable and it will generate its own report without disrupting the actual payment reports. To make the write-off for the unpaid customer invoices, you can follow the steps below:
I. Write Off Configuration
Step 1. Go to Setup, Click More Menu, then Select Write Off Option
Step 2. Input the Write Off Option, then Click Save
II. Write Transaction Off & View Write Off Report
Step 1. Go to Orders, then Write Off Invoice
Go to Orders, Select Invoice with Unpaid/Partial Payment, then Click Write Off.
Step 2. Go to Payment, then Select Write Off Tab
Here will display the total Write-off that occurred, you can use a filter to check the write-off report for a more specific report scope.
Notes: Recently, we put a new column (Percentage, Reason, and Created) to help you manage the report for write-off so it's more detailed.
How to Write Off Customer Invoice Tutorial Video:
Related Articles
To configure the customer invoices, you can check this article Customer Invoice Printing Configuration
If you want to see the updated history of customer invoices, you can check this article How to see Update History Customer Invoice
If you want to bulk print invoice, you can also check this article Bulk Print Invoice
