Writing off an invoice clears its outstanding balance to $0 without recording a payment - use it when you've decided not to collect an amount owed, such as a small residual balance or a bad debt, while keeping your outstanding invoices and reporting accurate.
How a write-off works
When you write off an invoice, Pogozo adds a matching negative line item for every line on the invoice - same price, item code, unit count, and discount, but with a negative quantity. This brings the invoice total to $0 and marks it as paid.
The invoice then shows a Written off badge in your invoice lists so it's easy to tell apart from invoices that were genuinely paid.
Writing off an invoice
Find the invoice you want to refund. You can do this from the Invoice list in the Finance section, or head into the Client's Invoices and locate the relevant invoice.
Click the three dots to open the invoice actions menu and select Write off invoice.
TIP: A write-off is for money you've decided not to collect, the Write off invoice option will only appear on invoices with an outstanding balance.
If you need to return money a client has already paid, use Refund instead.
Enter a reason for the write off, then click Write off invoice.
The invoice balance drops to $0, it's marked as paid, and the Written off badge appears.