How to write off an Invoice held by AutoCollect in Tripletex

This article explains how to properly write off an invoice that is held by 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 accounting, 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, there are some prerequisites that 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.

Writing 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 Tripletex, so it is not mistakenly reported to AutoCollect as, for example, payment or crediting.

Check this before you write off the invoice:

1. Log in to the Amili portal.
2. Click on your name at the top right
3. Click on Settings
4. Under Company click on Integrations.
5. On the tile for Tripletex, click Settings.
6. Check which account is set for writing off. The account 7830 is set as default.

If you use a different account for writing off, you must enter the correct account.

When you then write off the claim in Tripletex, you should use the account defined in the Amili portal. If you are unsure how to proceed in Tripletex, you can read Tripletex’s help article on how to write off a claim.

See also: How to send an invoice to AutoCollect from Tripletex · How to change the status of an invoice sent to AutoCollect in Tripletex