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Join nowGot an order a DIY order from a customer. The customer made a down payment. Entered a Pending Invoice and applied the Payment. We received the product, but the customer had lost the job. Now the order needs to be written off, but the payment will not be returned to the customer - how do I do this?
Hi Catz!
Welcome to the QcuikBoooks Community,
You can follow the steps in the article about writing off bad debt in QuickBooks Desktop. That's for the unpaid portion of the invoice.
If you have more questions in mind, you can always go back to this thread. Take care and have a good one!
This is a pending invoice - with a payment applied - I don't think a typical write off applies
So how do I do this
Hello there, @Catz. I'd like to provide additional insights about writing off a pending invoice in QuickBooks Desktop.
When writing off a paid invoice, you'll have to first delete the payment to proceed. After that, create an expense account to keep track of the transaction. I'll show you how:
Lastly, close out the unpaid invoices by following the steps below.
That should do it! If everything's good and you'd like to make some edits on invoices and other sales forms, feel free to read this guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Just hit the Reply button for further help regarding this or QuickBooks in particular. We're here to back you up 24/7. Have a good one and take care!
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