Write off an account

Write off an account and transfer it to the Bad Debts page. It's important to review overdue accounts before transferring to bad debt.

1. Click your name in the menu bar. Then, click Administration.
2. Under Branch Management, click Statements.
3. Review the outstanding invoices; use the drop-down list at the top of the window to filter invoices and change the date, if needed.
4. In the Actions column, click the X (Transfer to Bad Debts) next to the balance to write off.
5. Click OK to confirm the write off.

To learn about reinstating amounts that have been written off, see Reverse a write-off.