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How to Write Off an Invoice in Xero



Guide

  1. On Xero's main dashboard, head over to the top menu bar and click 'Business'.

  2. Select 'Invoices' from the list of options.

  3. Following that, tap the 'Awaiting Payment' tab to proceed.

  4. Find and open the specific invoice you wish to write off.

  5. Subsequently, click the 'More Options' button at the top-right corner.

  6. Choose 'Create and Apply Credit' afterwards.

  7. Review the credit note details, then tap 'Approve'.

  8. After completing these steps, the selected Xero invoice will be written off instantly.

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