Minimum Version Required: 22.01
Steps
How to write off bad debt
Search for Accounts Receivable Aging on the universal search bar
After setting up your report's columns and filters, click Create Report
Note: An example setup for writing off bad debt would be to set the Age of Days over 90 or a maximum balance. Use your judgement to filter to display the Accounts Receivable you'd like to work with.
Your resulting balances are displayed here
Click AR Write Off
Check any box you'd like to write off
Click Generate AR Write Off Trans
Select the date you'd like the write-off to occur
Select a Route for the write-off
Choose a product to represent the write-off (usually includes Write-Off in the title)
After planning for the write-off, click on Generate Transactions
Click link to view your Write Off Load Sheet
Your Write Off is complete! Finally, Balance the load sheet like you would with any other Load Sheet.