If you determine that a Keap invoice is not going to be paid, what do you do with it?

Sure, you have a brief period of frustration, or grief - but then you've got to figure out how to reconcile that invoice in your bookkeeping - and Keap's write-off feature is exactly what you need.

The challenge is that the write-off function inside Keap is poorly documented, and not intuitively located - but this video shows you where to find it and how to use it.

So that's how you write off a Keap invoice you're not going to be able to collect.

And remember...

In case you missed it - remember to exclude write-offs from your different payment reports:

I know that extra step is annoying, but it's important in order to keep your reports accurate.

The "payments" report is really just reporting on transactions - and the write-off is a type of transaction.

What to do next?

And finally, if you would benefit from a place to ask Keap questions, then check out the OG membership pricing and details here.

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