Skip to content
  • There are no suggestions because the search field is empty.

Writing Off a Receivable

How to write off an unpaid receivable balance in Dealius.

Overview

The Write-Off option allows users to clear a receivable balance when payment is not expected. This is done by entering $0.00 as the amount on the Add Receipt page.

Write-Off Process

  1. Open the Add Receipt page for the receivable.
  2. Enter $0.00 in the Amount field and click Save.
  3. A confirmation prompt appears: "Entering a zero amount will cause this receivable to be marked as a Write-Off. Would you like to proceed?"
    • No — Returns to the form without saving.
    • Yes — A second prompt appears asking about related payables.
  4. The second prompt displays: "The following payables are associated with this receivable. Would you like to write off these payables as well?" A grid lists all related payables.
    • Yes — The system saves Amount Received as $0.00, Date Received as the Date Paid entered, and Open Balance as $0.00. Associated payables are also written off.
    • No — Only the receivable is written off; payables are left unchanged.

Write-Off Restrictions

If at least one associated payable has already been paid, the system requires an amount greater than $0 and displays the following message:

"An amount greater than $0 is required due to a payable associated with this receivable being marked as paid. In order to write off the receivable amount, first clear all paid payables."

After a Write-Off

  • The receivable is displayed in the grid when the filter is set to Closed Receivables.
  • The associated invoice is updated to Write-Off status, shown in dark gray.