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Recording and Removing Invoice Payments and Write-offs

Record payments if your clients don’t pay invoices online, or write-off all or part of an invoice.

Recording Payments

If your clients pay their invoices online, their invoice will automatically be marked as paid. If your clients do not pay online, you can record invoice payments manually.

  1. Go to Invoices > Overview, and click into the invoice for which you’d like to record a payment.
  2. Click the Record Payment button.
  3. Record the date on which you were paid and the amount.
  4. Click Save.

Removing Payments

You can also delete payments if they’re recorded incorrectly.

  1. Go to Invoices > Overview, and click into the invoice for which you’d like to delete a payment.
  2. Scroll to the bottom of the invoice to the Invoice History.
  3. Find the entry for the payment you want to delete. Click the X to delete the payment.

Writing-off Invoices

Writing-off vs. Deleting

Deleting an invoice will remove it from your Harvest account. Writing-off an invoice, though, keeps the invoice in your account, and records the unpaid balance of the invoice as part of your outstanding debts. In many cases, the debts incurred from written-off invoices can be treated as expenses and deducted from your taxes, so ask your accountant if this applies to your business.

How to Write-off an Invoice

You can write-off an invoice with a partial, or total outstanding balance.

  1. Go to Invoices > Overview, and click into the invoice for which you’d like to delete a payment.
  2. Under More Actions, select Write-off Invoice. The invoice must be sent, or marked as sent, for this option to appear in the More Actions menu.
  3. Enter notes if you need to, and click Write-off Invoice.

A partially written-off invoice will say it has been written-off for the entire amount due. However, payments and written-off balances are recorded correctly in Reports.

Written-off invoices can be viewed under Invoices > Reports by checking the Written-off box when you generate a report.

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