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
From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.
Select 'Add' in the top right hand corner
Determine a code and description for the the write off reason code.
*Optional* Tick the default check-box if the reason code should be selected by default when writing off transactions.
Select 'Add' in the bottom right hand corner.
Edit write-off reasons
From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.
Hover over the write-off reason and select the edit pencil.
Edit the code or description.
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.
From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.
Hover over the write-off reason, select the '...' on the right > Delete.
Click the 'Delete' button on the confirmation page.
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.
From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.
Hover over the write-off reason and select the edit pencil.
Un-check the active check box.
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.
From Side Navigation, click your organisation > Organisation Settings > Financial > Write-Off Reasons.
Hover over the write-off reason and select the edit pencil.
Check the 'Active' checkbox.
Select the tick on the right to save.