How to Write Off an Invoice and Create a Credit Note

Follow these steps to write off an invoice and generate a credit note for it:

Step 1: Access Invoices

• In the navigation bar, click on Invoices under Invoices and Credit Notes.

Step 2: Locate the Unpaid Invoice

• Find the desired unpaid invoice from the list.

Step 3: Write Off the Invoice

• In the invoice details, click on Write off this invoice.

• Add an appropriate reason for the write-off, if necessary.

• Click Confirm to complete the write-off process.

Step 4: Access Credit Notes

• Select Invoices and Credit Notes from the navigation bar.

• Click on Credit Notes under Invoices and Credit Notes in the navigation bar.

Step 5: Verify the Credit Note

• You can find the written-off invoice listed as a credit note here.

Continue writing off your invoices as needed by following these steps.