Writing Off Bad Debt

The RO can be Closed without a recorded payment as long as that Setting is turned off.

To Turn off that Setting go into

• Settings 
• Custom Settings 
• Repair Order Preferences 
• Then make sure that Require Payment to Close RO is turned off.

• When an RO is Closed that still has a Balance due it will get sent to Accounts Receivable (A/R)

• The Balance due can then be written off as a bad debt by clicking:
  • Accounting 
  • Customer Center 
  • Select a customer 
  • Select the RO's to Write off As Bad Debt by clicking on the box beside Invoice/RO 
  • Then click on the Write off as Bad Debt box at the top left corner.

• From there the Bad Debt will then be found on the Accounting Home page