By using the "write off" feature you can reduce the amount of money outstanding on any invoice by "writing off" part or all of the balance outstanding. 

There are a number of scenarios in which you might want to write off a sum of money, for example:

  • When the client has told you they are not going to pay and/or you consider that the money is un-recoverable.

  • When the amount outstanding is very small and its not worth chasing for collection.

 

In this example, the client Lynn Wright has paid the wrong amount for Invoice No. 525. She has paid $45.00 instead of $46.00. Rather than chase her for the outstanding $1.00 you have decided to "write off" the outstanding dollar.

 

How do I Write Off an amount from an Invoice?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices > click on the invoice

STEP 1​​​

  • Click on Invoice No. 525 to view the invoice details.

STEP 2

  • Click "Write Offs" from the menu on the left.

  • The date and amount to be written off will be automatically pre-filled.

  • Click "Submit".

STEP 3

  • After the "Write Off", the balance owed is automatically adjusted to reflect the written-off amount.

STEP 4

  • The "Written Off" amount is displayed on the main Orders & Invoices page.

  • And the invoice will be marked as "Paid".

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Orders & Invoices".

STEP 3

  • On the Orders & Invoices page, tap on the Invoice No. for the invoice you want to view.

  • Tap the Navigator from the Invoice page, then tap "Write Offs".

STEP 4

  • Ensure that the amount you want to write-off is correct.

  • Tap "Submit".

  • The written-off amount will no longer show as an outstanding amount due on the client's account.

  • If you made a mistake or if the client ends up paying their balance that was previously due, you can delete the write-off and log in their payment.

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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