Installation Company ERP / CRM


How To Use the Write Off Function

To Do This:

  1. If you have an outstanding amount you need to clear, the Write Off function is best used to clear this. Within your Contract under the Invoices tab, select ‘+ Add Invoice’.
  2. Select ‘Write Off’ as the Invoice Type and enter a raised invoice date.
  3. Select whether you’d like to create the invoice from a % of the job value or a manual amount. If it’s a write off it will most likely be a manual amount.
  4. Select ‘Create’.
  5. You can now see the outstanding balance is ‘0’.
  6. If you haven’t got ‘Write Off’ as an Invoice Type, you can add this in your Admin area under ‘Manage Invoice Types’.
  7. To add an Invoice Type, simply select ‘+ Add New’. Please see the How To on Invoice Types for more information on how to do this.

Thank you for watching our how-to video on How To Use the Write Off Function, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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