☝️Note: This is a workaround. Cliniko doesn't have an "official" feature for writing off old debts, but we've received feedback that this method has worked well!
You might call it bad debt. Or old debt. Or outstanding debt. Whatever the name, the situation is the same: there's money owing, but it ain't getting paid. (Hey, did we just make a rhyme? 🤓)
At that point, you decide that you're just going to be done with it, but you don't want to just leave that invoice open forever. This is where a write-off comes in!
☝️Note: This process includes functions that are only available to power receptionists and administrators.
Write off bad debts
Step one: create a unique billable item
We recommend creating a new billable item called "Write off" or "Bad debt" (whatever makes the most sense for you).
To do this, head to Settings, and then Billable items:
Click on the Add service or Add other button (for a write-off, "Other" is probably more applicable, but it's up to you):
Fill out the details for your new "write off" billable item. Set the price to $0.00, and don't include any tax:
Hit the Create bilable item button, and step one is completed!
Step two: write off your invoice
Find the invoice that you wish to write off (it'll be easy to spot because it will have an "open" flag next to it):
Edit the invoice. When in "edit" mode, hit the Add billable item button:
Select the "write off" item from the list, and change the unit price to a negative value that matches the amount that you're writing off:
You can include a note if you'd like, as well! Hit that Update invoice button. You'll now see that the invoice has a balance of $0.00:
This means the that previously-outstanding invoice is now off your books, but the data will still show up in your revenue reports (so you can keep track of how much you've written off).
Got other questions on anything invoice-related? Our accounting help guides are the place to look! 🧐