It may be necessary to write off a bad debt when the related customer invoice is considered to be uncollectible. In other cases, a customer may underpay an invoice by a small amount and pursuing payment may not be worthwhile. In either circumstance, you can write off the outstanding balance to close the invoice.
NOTE: Only System Administrators have access to this option and the invoice must be in a COMPLETED status.
Bad Debt will show up in your CoreBridge Reconciliation as an expense.
How to write off bad debt
Navigate to the Order View page of the invoice you want to adjust and click on the Enter Payment button. From the Payment Type drop-down, select Bad Debt.
Enter any Payment Notes and click the Submit Payment button.