When you are unable to collect monies for unpaid invoices from a client, you will need to write off these debtor amounts to bad debts in Practice Manager. To do this, enter a bad debt against the relevant fee number. The value will no longer be included in the current debt for the client or for the firm. UI Expand |
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title | To process a bad debt for a client |
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| - Open the relevant client. The Client page opens.
- Click Debtors ledger on the Tasks bar. The debtors ledger for the client opens.
- Click Adjustments on the Tasks bar. The Debtors Ledger changes to Adjustment mode.
- Enter the Date of the bad debt by entering or selecting a date from the drop-down calendar.
Enter a bad debt number in the Receipt Number to help track the adjustment. UI Text Box |
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| It is recommended you enter the original bill number. The number you enter will be prefaced with Bad Debt when it is stored in the system. |
- Enter a Description if required.
Enter the amount of bad debt for the respective bill(s) in the Bad Debt column. UI Text Box |
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| To reduce the bill enter a positive amount. Check the Gross Unpaid and Tax Unpaid amounts have reduced to the correct amount prior to posting. |
Click Post. The prompt Posting will commit these transactions PERMANENTLY. Do you wish to continue? appears. UI Text Box |
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| If do you not click Post after entering the bad debt it is not saved. |
Click Yes. The entry is posted and the bad debt adjustment is automatically allocated against the respective bill(s). UI Text Box |
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| Practice Manager does not provide the option to print a bad debt note. |
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