---
title: "Create reason codes for write-offs"
description: "Note Reason codes are mandatory for performing write-offs on your invoices or credit notes Note Reason codes are also used for stocktaking reviews. The default code for a stocktaking review is 4."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/create-reason-codes-for-write-offs/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/llms.txt


# Create reason codes for write-offs

Last modified February 23, 2026

> Note Reason codes are mandatory for performing write-offs on your invoices or credit notes Note Reason codes are also used for stocktaking reviews. The default code for a stocktaking review is 4.


## Before you start

In the [Reason codes (CS211000)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/reason-codes-cs211000/index.md) window you can create reason codes for **Balance write-offs** and **Credit write-offs**. These are used in the [Write-off balances and credits (AR505000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/write-off-balances-and-credits-ar505000/index.md) and [Process bank transactions (CA306000)](https://docs.vismasoftware.no/visma-net-erp/help/cash-management/cash-management-windows/process-bank-transactions-ca306000/index.md) windows.

> [!NOTE]
> Reason codes are mandatory for performing write-offs on your invoices or credit notes

> [!NOTE]
> Reason codes are also used for stocktaking reviews. The default code for a stocktaking review is **4**.

1. Go to the [Reason codes (CS211000)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/reason-codes-cs211000/index.md) window.
1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png).
1. In the **Reason code** field, click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) to see how many reason codes already exist: use the next available number for your new reason code.
1. In the ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) -field, fill in the number of your new reason code.
1. In the **Description** field, enter the reason for your write-off.
1. In the **Usage** field select one of the following:

    1. **Balance write-off** - to write-off an underpayment. or
    1. **Credit write-off** - to write-off an overpayment.
1. In the **Account** field, click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) to select the account the reason code will affect.
1. In the **Subaccount** field, enter the subaccount the reason code will affect.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/manage-inventory-defaults/about-reason-codes-definition-and-usage/index.md">About reason codes: definition and usage</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/create-reason-codes/index.md">Create reason codes</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/add-a-reason-code/index.md">Add a reason code</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-windows/reason-codes-cs211000/index.md">Reason codes (CS211000)</a></li>
</ul>


---

[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/write-off-methods/create-reason-codes-for-write-offs/)