SettleWiseCredits & ExceptionsCredit creation
CR-04Close the debt

Write off a small balance

A small remainder is not worth chasing.

Track

Credit creation

Phase

Close the debt

Starts with

Small open remainder

Ends with

Invoice closed

Write off a small remainder on a test invoice.

Before you start

Sign in as
Accounting or owner
Starting state
A test invoice paid except for a few dollars

Run the scenario

  1. 1AccountingSettleWise · Invoices · invoice detail

    Create Credit Memo → Write-off remaining balance only → confirm.

    Expected evidence

    The invoice closes and the client gains no credit.

Scenario completed

Invoice closed

Open balance
Small debt→Zero, no credit

If it does not match

  • If credit appeared, a rollover or custom memo was chosen instead.