To record a bad debt write off, you'll first need to ensure that your account mapping is set up to the account you would like to record bad debt expenses in. Account Mapping settings are located in the Financial Settings under Accounts and can be accessed by users with the Books Admin permission.
Once your account mapping is confirmed, you can then write-off any outstanding receivable transaction in just a couple clicks.
Select the transaction you would like to write off.
Under the 3-dot / kebab menu in the top right, select Write off.
Verify the date and amount you would like to record for the bad debt write-off.
Click Save.
You can also write off a partial amount by entering the amount to write off. This will leave a remaining balance invoice.
The invoice will show a Linked Entry (record of payment) with the bad debt write off. Be sure to leave a Manager Note for additional details on why you are writing off the invoice.
Once you have completed this task you can find the entry in your Bad Debt general ledger account : Go to Accounting > Accounts > Search Bad Debt (if you cannot find Bad Debt it may be because you have renamed the account)
When you click on the GL account you can review all of the write offs based on your filter settings.
