I have several customers with a tiny balance from past years which I will never receive. Is there an easy way to write these off to stop them appear on debtors reports etc>

I did find the previous forum post from 2012 but it looks a bit technical to me as I have never reset balances.

Is there a quick and easy way anyone can suggest to a non-Accountant?

Many thanks

Hi Gill,

To write off small (or large) balances we recommend you follow this approach:
https://www.solaraccounts.co.uk/help/how-to-write-off-a-bad-debt.php

Unfortunately I cannot suggest a simpler method - sorry!

Regards

Sorry Mark but that doesn't work for my purposes as they are not Bad Debts; just cases where a Customer or Supplier has underpaid by a few pence in previous year ends but still appear on my debtors reports. Therefore converting the whole invoice amount to a credit note isn't applicable.

I just want them to stop appear to be honest though they are still clients of ours.

Any ideas?

Hi Gill,

I think my approach will still work - just set the amount of the credit note to be a few pence. When you allocate the credit note to the invoice it will reduce the balance owed to zero.

​Regards

Thanks Mark.
I have a Supplier balance of minus £0.19 from 2013. How do I get rid of that?
I think it's different to the method below for bad debts.

Thanks and sorry for being dim!

Hi Gill,

The approach is almost the same - just create a purchase credit note (instead of a sales credit note) and allocate it to the unpaid invoice.

​Regards,