Writing Off Bad Debt (Step 1 of 3)


This Solution, along with Solution# 5175 and Solution# 5176 (linked below), describes the process for writing off receivables as bad debt. The general process is to create a negative miscellaneous sale for the amount to be written off, and then offset the positive and negative invoices using the receive money tool.
This is the first of three Solutions detailing the process. (5174)







Step 1. Determine Amount to Write Off

To determine the amount you would like to write off as bad debt for a customer, open the corresponding Customer Card in the Customer toolbar. Review the aging summaries for the Customer and determine the appropriate amount to write off. For this example, we will write off the amount past 90 days due ($678.62).



Related:

Step 2 of 3
Step 3 of 3

  Chapter 321 Customer Credit

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