How to Write Off Unpaid Invoices in Xero

Quick summary

Writing off an unpaid invoice in Xero is done by creating and applying a credit note directly from the invoice record. This process removes the outstanding balance from your accounts receivable without deleting the original invoice.

Steps

1. On Xero's main dashboard, head to the top menu bar and click 'Business'.
2. Select 'Invoices' from the dropdown list of options.
3. Tap the 'Awaiting Payment' tab to view all outstanding invoices.
4. Find and open the unpaid invoice you want to write off.
5. Click the 'More Options' button in the top-right corner of the invoice.
6. Pick 'Create and Apply Credit' from the available choices.
7. Review the credit note details, then click 'Approve' or 'Save' to confirm.
8. The unpaid invoice is now written off and cleared from your Xero account instantly.