Writing off Pending Invoice with Applied Payment

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:

1. Open the Lists menu and go to Chart of Accounts.
2. Pick the Account menu and then hit New.
3. Choose Expense, then click on Continue.
4. Fill an Account Name, for example, Bad Debt.
5. Click on Save and Close.

Lastly, close out the unpaid invoices by following the steps below.

1. Open the Customers menu and choose Receive Payments.
2. Fill in the name of the customer in the Received from field.
3. Go to the Payment amount, type in $0.00.
4. Click on Discounts and credits.
5. Go to the Amount of Discount field, fill in the amount you'd like to write off.
6. For Discount Account, pic the account you added in step 1, and hit Done.
7. Click on Save and Close.

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!