Follow these instructions to write off a customer as bad debt in AlarmBiller
- Click on the Setup tab up top and then click the GL accounts button.
- Create an account in your general ledger called “Bad Debt Expense” and make this account type an expense as shown below
- Click on the setup tab up top and then click on items button.
- Click the create Item button and create a “Bad Debt” item and link it to the GL you created in step 2.
- Go into the customers page that you wish to write off as bad debt and click the New Credit button.
- Click add Items select your Bad debt item and adjust the rate to how much you wish to write off and then push save.
- You will be taken to a screen where you will be able to apply the credit you just created. Double click on the ‘No’ in the apply credit column to turn this into a ‘Yes’ and then click the apply button and you will be all set.
