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

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 accounting records, meaning 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 Business NXT, so it is not mistakenly reported to AutoCollect as, for example, a payment or credit. 
 

Check This Before Writing Off an Invoice

1. Go to the overview of your voucher types in the accounting system. You can, for example, find this under Accounting Settings → Series → Voucher Types
2. Press Ctrl + U to add the column Collection Voucher Type, if the column is not already shown
3. Find the voucher type you want to use for the write-off. 
4. Double-click in the column Collection Voucher Type 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: Accounts receivable for the relevant customer
4. Add counter-reference to the invoice before updating. 

See also: What Happens When You Receive Settlement from Amili into Business NXT - How to Change the Status of an Invoice Sent to AutoCollect in Business NXT