Using NolaPro > Billing > Invoices
Bad Debt Write-Off
Write off uncollectible invoices. This is an add-on.
  1. From Main Menu select Billing -> Invoices -> Bad Debt. Your screen should look similar to this:

  2. Enter Data in the following categories:

    1. Enter Customer Name (or any portion of the name) to bring up a drop-down of possible matches. Or, if you want to search by phone, zip code, etc., use the Lookup button for detailed searches.

    2. Enter Amount to be written off. If you do not know the total to be written off, leave this blank and you can select which invoices apply on the following screen.

    3. Enter the Date Written Off. You can either enter the date manually or click the Calendar button to bring up a calendar.

    4. Enter the Voucher Number. A short reference number. NOTE: THIS IS A REQUIRED ENTRY!

  3. Click on the Next button to continue. Your screen should look similar to this:

    1. Enter the amount to be written off next to each invoice as appropriate. Or, you can click on the amount in the balance column and it will fill the amount in for you. As you change amounts, the totals at the bottom of the screen will change so you can see if you have applied the entire amount to be written off.

    2. NOTE: If you want to have the amounts selected be the total (in case you entered the wrong total on the first page), you can click on the MAKE EQUAL checkbox.

    3. NOTE: When the Yet to Apply amount becomes 0.00 you have correctly balanced the write off.

  4. Click the Back button to cancel and return to the previous screen.

  5. Click the Save button to Finalize.