What to Do When a Customer Doesn’t Pay
If a customer fails to pay an issued sales invoice, you can record it as a credit loss instead of deleting it. Here's how:
✅ Steps to Record the Invoice as a Credit Loss
Go to Sales → Invoices
Open the Unpaid tab
Find the invoice in question and click the eye icon
Alternatively, click the three-bar menu and select Payments
A window will open with a Payments tab
Add a new payment row by clicking the plus (+) icon
From the dropdown menu, select Credit Loss
Enter the amount and date of the credit loss
Click the plus sign (+) to save the entry
The invoice will be removed from the Unpaid tab
It will still be viewable under the All tab