How to write off an invoice held by AutoCollect in Visma Business

This article explains how to correctly write off an invoice that is with AutoCollect for collection.

Sometimes a customer may not pay the invoice you have sent out. In such cases, it may be relevant for you to write off the invoice in the accounts, meaning that you record a loss on the receivable.
 

Prerequisites for writing off a Claim

Before you can rightfully record a claim as a loss, certain prerequisites must be met. Among other things, there are requirements regarding what has been done to attempt to collect the outstanding amount. We recommend reading the Tax Administration's article on loss on receivables for more information.

💡 Tip: Amili also sends an email to the creditor with information when we recommend writing off the claim.

Write-Off and AutoCollect

When you are going to write off an invoice that is with Amili for collection, it is important that this is done correctly in Visma Business, so it is not mistakenly reported to AutoCollect as, for example, a payment or crediting.

Check this before writing off an Invoice

1. Go to the overview of your voucher types in the accounting system. This can, for example, be found in Accounting Master Data.
2. Open the column Collection voucher type.
3. Find the voucher type you want to use for the write-off.
4. Double-click in the Collection voucher type column and ensure that Settlement / Write-off / Correction is checked for the relevant voucher type. 
    

💡 Tip: For most, voucher type 198 is already defined with settlement / write-off / correction, and is therefore suitable to use for write-offs.

How to proceed When Writing Off an Invoice

1. Use the defined voucher type when recording the loss.
2. Use the account Loss on receivables
3. Credit: Customer ledger for the relevant customer
4. Add contra reference against the invoice before updating.

See also: How to set reminder exemption in Visma Business - How to change the status of an invoice sent to AutoCollect in Visma Business