How to move an AR balance to Bad Debt

1. Create a Bad Debt Account called “Bad Debt ” 
2. Create an Customer item call “Bad Debt”. 
3. Create a manual credit to the parent and select the customer item Bad Debt and post.

To create a new Account:

1. Go to Setup
2. Select Accounting
3. Select Chequing
4. Scroll down to the bottom
5. Click “+ add account”
   • Enter the information for the new account
   • Click the SAVE icon to save information

To create a New Customer Item:

1. Go to Setup
2. Select Accounting
3. Select Item
   • scroll down to the bottom
   • click “+ add customer item”
     • Enter the information for the new item
     • Add the item price
     • click the checkmark to apply
     • click the SAVE icon to save all

To create a manual credit:

1. Go to Accounts Receivable
2. Select Billing
3. Select Manual Credit
4. Enter information
5. Enter Line item, click the “+”
6. Click the POST icon when ready to complete