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.
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.
Good one Greg. I didn’t know about this one. I’m glad you added the “Gottcha” in there as well. Super helpful to know that!
Thanks for Sharing!
My pleasure – glad you found it useful.
After over 10+ years using the software, this is one of my biggest ah ha’s I’ve learnt about Keap recently. Thank you Greg for putting this video and instructions together for others to know this functionality exists. GOLD stuff as always!
Aw, great – thanks for reading and commenting Mandy! Miss you.