It is very easy to write off an invoice in Xero. Here’s a quick tutorial on how to do it in simple steps:
- On Xero's main dashboard, head over to the top menu bar and click 'Business'.
- Select 'Invoices' from the list of options.
- Following that, tap the 'Awaiting Payment' tab to proceed.
- Find and open the specific invoice you wish to write off.
- Subsequently, click the 'More Options' button at the top-right corner.
- Choose 'Create and Apply Credit' afterwards.
- Review the credit note details, then tap 'Approve'.
- After completing these steps, the selected Xero invoice will be written off instantly.
