Write Off or Absorb Invoice

[KelJopuka]

Wondering how I could work this with my invoicing. 

I have invoiced customers, and a handful have not paid (for various reasons). I would like to cancel or archive those invoices without the customers knowing they have been canceled. I just don't want them showing up as overdue, but I need them kept for records. 

Is there a way I can 'write off' or 'cover' these invoices? 

I don't want them to show as an income, but don't want them showing up as overdue, more kept as a record of unpaid but not pursued. Does that make sense?

[Arie]

Hey @KelJopuka,

Thanks for writing back in to the community 👋

This is a great question! You can cancel invoices that customers end up not paying - for whatever reason that may be! Here's how:

1. Log in to your Invoices Dashboard and locate the invoice you'd like to cancel. Please note, that only unpaid invoices can be cancelled. 

2. Click on the three ellipses > select Cancel from the menu.

3. Next, you'll be able to choose whether or not you're wanting to notify the customer that the invoice is being cancelled. 

I hope this helps! Let us know if you have any other questions around invoices 🙂

[KelJopuka]

Thanks for that @Arie 

I have canceled invoices in the past, however, they then disappear from my invoice list. I was hoping to have a way that would remain in the system allowing me to keep track of the ones we have written off. 

Maybe I will just have to print them and keep a record/tally outside of the Square system 🙂 

[KelJopuka]

Actually just looked and it seems I can find the list of those that were cancelled, under the 'unsuccessful' tab. 🙂 

[Arie]

Glad you found the unsuccessful tab, @KelJopuka 🙂 Hopefully you won't have to use it much!

[KelJopuka]

Thank you! A lot of times it is because we choose to fund the person's invoice, as we are a charity, so we just need to be able to keep a record of how many times, and the value that we do that too. Other times it is just lack of payment sadly. 

Thanks for your assistance 🙂