Write off Bad Debt Through Accept Customer Payments

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

An open customer balance can also be written-off using the Accept Customer Payments page without creating a separate journal entry.

1. Navigate to Transactions > Customers > Accept Customer Payments
2. Customer: Select Customer
3. A/R Account: Select Account
4. Select Account bullet
   • Account: Select desired Bank Account where 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. Click Apply tab
6. Click Invoices subtab
7. Transaction that has to be written off: Enter Checkmark
   Note: If only a portion of the Invoice has to be written off and not the entire amount, manually type in the amount in the Payment column of the Invoice. Notice that the Payment Amount field automatically updates.
8. Enter all other mandatory fields
   Note: In the Payment Method tab, make sure that there are no credit card details entered or the Charge Credit Card box is disabled since no charge is being made to the card.
9. Click Save