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Write-off Reason Codes Overview

Create, edit, and delete reason codes for Write-offs.

Updated this week

Edition: Professional, Business, Enterprise

User-level: System Administrator


Write-off reasons allow you to report on why transactions have been written off.


How to create a write-off reason

  1. From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.

  2. Select 'Add' in the top right hand corner

  3. Determine a code and description for the the write off reason code.

  4. *Optional* Tick the default check-box if the reason code should be selected by default when writing off transactions.

  5. Select 'Add' in the bottom right hand corner.


Edit write-off reasons

  1. From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.

  2. Hover over the write-off reason and select the edit pencil.

  3. Edit the code or description.

  4. Select the tick on the right of the code to save.


How to delete write-off reasons

If you haven't used a write-off reason, you can delete it by following the steps below.

  1. From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.

  2. Hover over the write-off reason, select the '...' on the right > Delete.

  3. Click the 'Delete' button on the confirmation page.

  4. The write-off reason will now be deleted.


How to set a write-off reason as inactive

Set a write-off reason as inactive. If it has been used before, it will no longer be available to use when writing off transactions.

  1. From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.

  2. Hover over the write-off reason and select the edit pencil.

  3. Un-check the active check box.

  4. Select the tick on the right to save.


Set Inactive write-off reason as Active

If you have set a write-off reason as inactive by accident, you can make it active again following the steps below.

  1. From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.

  2. Hover over the write-off reason and select the edit pencil.

  3. Check the 'Active' checkbox.

  4. Select the tick on the right to save.


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