Write Off Entries in ConnectWise PSA
Writing off an entry removes it permanently from the Invoicing screen — it won’t appear on any future invoice and can’t be reattached to another one. Use this carefully; it’s a one-way action.
When to use Write Off (and when not to)
Write Off is the right tool in two specific situations:
- You created test entries during onboarding and need to purge them.
- You need a removed entry to stay marked as billable on reports like Time Review.
In most other cases, a different action gives you better visibility:
- Do Not Bill — removes the entry from the invoice and from the Invoicing screen, but doesn’t mark it as billable.
- No Charge — keeps the entry visible on the invoice to the customer at zero cost.
- Detach — removes the entry from the invoice and returns it to the Invoicing screen so you can attach it to a different invoice.
- Credit Memo — use this when the invoice is already closed (sent to the customer). A credit memo tracks which invoice the entry came from.
Note: The Exclude Do Not Bill checkboxes on the Invoicing screen let a nightly batch write off Do Not Bill records automatically. This keeps those entries off the Invoicing screen without manual action.
Write off records
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Go to Finance > Invoicing.
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Search for and select the company invoice that contains the entry you want to write off.
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Select the Time, Expense, or Product tab depending on the record type.
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Select the checkbox to the left of each record you want to write off.
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Select Actions > Write Off. The Write Off Record dialog appears.
Note: To write off a single time entry, you can open the entry directly and select Write Off from there.
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Select Yes to confirm. The entry is written off and removed from the Invoicing screen.
Track written-off hours
Use the Written-Off Hours report to audit entries that have been written off. Go to Reports and search for Written-Off Hours.