Overview
The Written Off Invoices Report helps you track any invoices that have been marked as written off in Copilot.
This report is useful for accounting, auditing, and reviewing outstanding balances that were cleared as uncollectible.
Step 1: Open the Reports Page
Navigate to the Reports tab from the left-hand menu.
Under the Others section, click Written Off Invoices.
Step 2: Set Your Date Range
Select the Date Range for the report.
By default, the report will display Year to Date data.
To customize the range, choose Custom Range at the bottom of the dropdown.
Step 3: View or Export the Report
Once generated, the report will display all invoices written off during the selected period.
You can then:
Export the data as an Excel (.xlsx) or CSV (.csv) file
Print the report for your records or accounting team
Use Case Examples
Review total written-off balances for a given year
Reconcile financial records for accounting or end-of-year reporting