What do I do about the invoices that are unlikely to get paid?

If you think you are unlikely to get paid for an invoice, you can write it off as a bad debt. You can view the Aging Details reports to analyze the time taken by the customer before writing off an invoice.

To access the Aging Details report:

  • Go to the Reports module from the sidebar and click AR Aging Details under the Receivables section.

    Here, you can see a list of your customers along with their outstanding balances and the amount of time that they have remained unpaid.

As a last measure, you can send a final reminder to your customer. To send a payment reminder:

  • Navigate to Invoices under Sales on the left sidebar and
  • Click the overdue invoice that you want to send the reminder for.
  • Click the Reminders dropdown and select Send Now.
  • Once you’ve gone through the mail, click Send to send the reminder.

Immediately, an email reminder will be sent to your customer along with the invoice details.

If you still wish to write off the invoice:

Navigate to Invoices under Sales on the left sidebar and click the overdue invoice.

  • Click the Record Payment dropdown and select Write Off.
  • Enter the reason for writing off the invoice in the Reason field.
  • Click Write Off to proceed.

The invoice will be written off and the amount will be recorded under the bad debts account.

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