Agencies write off client invoices 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.
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 & post the new write off invoice to complete the process.