How to Write Off an Invoice in Xero
- George Apostolov
How to Write Off an Invoice in Xero: step-by-step guide
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.
Quick answer: To write off an invoice in Xero, navigate to Business, select Invoices, and click the Awaiting Payment tab. Open the specific invoice, click More Options, and choose Create and Apply Credit. Finally, review the credit note details and tap Approve to instantly write off the invoice.
About this Xero tutorial
Quickly write off unpaid invoices in Xero by creating and applying a credit note directly from the invoice details page. This guide shows how to write Off an Invoice in Xero in 8 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Business'" and finishing with "After completing these steps, the selected Xero invoice will be written off instantly". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to write Off an Invoice in Xero?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Write Off Unpaid Invoices in Xero, Connect Xero to Airtable Using Zapier and How to Activate Cash Coding With Standard Permission in Xero. Last reviewed 05 Oct 2026.
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