RB User Guide > Receivables > Enter Other Transactions > Write-off

Writing off uncollectible invoices

If an invoice becomes uncollectible, write it off as a bad debt.

1. Receivables > Enter Other Transactions
2. In Enter Other Transactions window, click New > Write-off.
3. In the New Write-off window’s Lookup Invoice No., type the invoice number and click .
4. Basic information about the invoice and its related client appear in the Invoice Info pane. Click any active to view and edit details about the related client.
5. Enter the following information in the Write-off pane:

   • Transaction Date

     The default is today’s date and cannot be edited.

   • Amount

     The write-off amount is the current balance and cannot be edited.

   • Account No.

     A write-off credits the Accounts Receivable account. Select an account to be debited in the drop-down.

   • Void Client of Commission

     By default, the resource commission will not be voided. Click to select Yes to void the commission.

   • Void Sales Rep Commission

     By default, the sales rep commission will not be voided. Click to select Yes to void the commission.

   • Remarks

     Enter the reason for the write-off. The default is “Uncollectible bad debt.”
6. Click Save >
   • Save & New: To write off another invoice.
   • Save & Close: If you have no more write-offs to add at this time.
7. The written-off invoice appears in the Enter Other Transactions window, along with any other unposted transactions. Check the box and click Post to post the transaction(s).
8. RB9 posts the transaction(s). When finished, click OK in the popup that appears.

NOTE: Write-offs do not change resource pay

When an invoice is written off, the resource’s regular pay is not affected.

Reference

• Client Of
• Sales Rep