How to write off a sale order?

This article covers writing off a sale order within the Sales Ledger - for example when an approved order will not be fulfilled and needs clearing rather than left open. For a sale invoice, see 'How to write off a sale invoice'.

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Writing off a sale order in the Sales Ledger

To write off a sale order:

1. Open the sale order you want to write off
2. Select 'Write off'.

On a sale order, 'Write off' usually appears as its own button next to 'Amend' and 'Copy', because a sale order has fewer available actions than an invoice. 

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If 'Write off' does not appear

If 'Write off' is missing from the sale order screen entirely (whether as a button or inside a dropdown menu), the conversion between the 'Sale order: Standard' document type and the 'Sale order: Write off' document type has not been set up. This is an administrator task – see 'Setting up write off document types' to resolve it.