The Write Off of a client invoice is used by agencies to mark the open AR amount of the invoice as uncollectable. Workamajig will auto create a credit invoice to remove the open AR amount and track this amount into the agency's bad debt account.
NOTE: For Advance Billing Invoices, refer to the Close Advance Bill section of the Advance Bill Invoices guide.
Create a Write Off Invoice
1. Open the invoice you want to Write Off. Click More > Write Off.
2. Workamajig will create a new invoice that writes off the old invoice. This new invoice will debit the Open AR amount left on the invoice and credit the designated Bad Debt account.
3. Approve and Post the new write off invoice to complete the process.