Search for Accounts Receivable Aging on the universal search bar
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a. After setting up your report's columns and filters, click Create Report
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​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.
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b. Your resulting balances are displayed here
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c. Click AR Write Off
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d. Check any box you'd like to write off
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e. Click Generate AR Write Off Trans
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f. Select the date you'd like the write-off to occur
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g. Select a Route for the write-off
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h. Choose a product to represent the write-off (usually includes Write-Off in the title)
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i. After planning for the write-off, click on Generate Transactions
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j. Click link to view your Write Off Load Sheet
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k. Your Write Off is complete! Finally, Balance the load sheet like you would with any other Load Sheet.