How to write off an invoice held by AutoCollect in PowerOffice GO

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 you record a loss on the receivable.

Prerequisites for writing off a Claim

Before you can rightfully write off a claim as a loss, some 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.

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 PowerOffice GO, so it is not mistakenly reported to AutoCollect as, for example, a payment or credit.

Check this before writing off the Invoice:

1. Log in to the Amili portal.
2. Click your name at the top right → settings
3. Go to Integrations and click Settings on the tile for PowerOffice.
4. Check which account is set for write-offs. It should be account 7831.
    

When you then write off the claim in PowerOffice GO, you should use account 7831. If you are unsure how to proceed in PowerOffice, you can read PowerOffice’s article on how to write off balances.

See also: Why am I being charged for legal costs? · How to change the status of an invoice sent to AutoCollect in PowerOffice GO · How AutoCollect is notified of direct payments and credits in PowerOffice GO