Writing off a draft client invoice

When you are unable to bill the full amount of the draft client invoice, you can write it off by changing the invoice status to Write-off in Manage > Client Invoices. If the invoice status was Draft, Approved, Reissued or Hold, changing the invoice status to Write-off detaches the WIP from the invoice, changes the WIP status to Write-off, and makes adjusting entries to the Work-in-progress and Write-off accounts. If needed, you can, however, re-invoice written-off WIP.

1. From the Manage menu, click Client Invoices.
2. For the invoice you want to write off, click the arrow for status and click Write-off.  
3. Click Save.
4. If you selected the Enter accounting date check box in company preferences, you may be asked to enter an accounting date. Either change or leave the accounting date that Ajera suggests; it is the earliest date allowable.
5. Click OK.

See also

About work-in-progress write-off vs. nonbillable

How Ajera validates and assigns dates