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Jcurve Support Articles / Order to Cash

Write off Bad Debt Through Accept Customer Payments

Written by
Pattranit Lakhan
Published on
September 28, 2023 at 7:57:51 AM PDT September 28, 2023 at 7:57:51 AM PDTth, September 28, 2023 at 7:57:51 AM PDT

Scenario

User is interested in writing Off Bad Debt through Accept Customer Payments page.

An open customer balance can also be written-off using theAccept Customer Paymentspage without creating a separate journal entry.

Solution

  1. Navigate toTransactions>Customers>Accept Customer Payments
  2. Customer:SelectCustomer
  3. A/R Account:SelectAccount
  4. SelectAccountbullet
    • Account:Select desiredBank Accountwhere the payment has been deposited
      Note:For write-off select the Bad Debt Expense account from the list. If the account is not available to be selected, the option to Expand Account Lists is not enabled. This can be enabled under Setup > Accounting > Accounting Preferences > General tab > General Ledger portlet > Expand Account Lists checkbox has to checked.
  5. ClickApplytab
  6. ClickInvoicessubtab
  7. Transaction that has to be written off:EnterCheckmark
    Note:If only a portion of the Invoice has to be written off and not the entire amount, manually type in the amount in thePaymentcolumn of the Invoice. Notice that thePayment Amountfield automatically updates.
  8. Enter all other mandatory fields
    Note:In thePayment Methodtab, make sure that there are no credit card details entered or theCharge Credit Cardbox is disabled since no charge is being made to the card.
  9. ClickSave
#Account
#bad debt
#invoice
#Customer payments
#Write off
Jcurve Support Articles / Order to Cash
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