In some situations, a customer invoice may need to be written off—either because the debt is uncollectible or the remaining balance is too small to pursue. Writing off the outstanding amount allows you to close the invoice and ensure your financial records remain up to date.

Bad Debt will show up in your CoreBridge Reconciliation as an expense.

Note: This option is available only to System Administrators, and the invoice must be in a Completed status.

Writing Off Bad Debt

Navigate to Sales Module / Orders and select the appropriate Order.

1. Click Enter Payment.

2. Select Bad Debt from the dropdown.

3. Enter the amount.

4. Add Payment Notes if desired.

5. Click Submit Payment.