Note: If you have already synced the invoice to Xero DO NOT follow the steps below. Instead do a write off in Xero and it will update on the next sync back to Unity PMS.

1. Open your Invoice, navigate to the Invoice Credits section and select New

2. Select Write Off and Next

3. Enter the details of the Write Off. Keeping in mind the following field definitions:
   • Amount - The total amount to be written off, either a portion or the entire Invoice
   • Description - Reason for writing off an Invoice
   • Invoice - The Invoice being written off (this should default for you)
   • Matter - Select the Matter related to the Invoice
   • Transaction Date - The Date of the Write Off (today)

4. Once the Invoice Credit record has been saved, the amount provided is written off the Invoice.