How to write off a bad debt on a charge account

Step 1: Open the customer's Credit Bill

On the customer's profile, open the Credit Bill tab and press Write Off Bad Debt (admins only).

Step 2: Choose the bill and write it off

Choose Which Bill to write off - the amount is shown - add a reason if you like, and press Write Off Bad Debt. ChecKmate marks the bill uncollectible and posts it to Bad Debt Expense in your books.

If they pay later

Press Bad Debt Recovery on the same tab to record the money coming in.

Good to know

• Unpaid invoices can be written off the same way from the invoice's ⋮ menu.