You may need to write off charges when you know you cannot collect payment on them.
Breeze Premier comes with a default setup for write-offs, but if you have made changes to the default Chart of Accounts or the default charge codes, you should check it. The last section of this article explains how to do this.
To write off bad debt
Go to Accounting > Accounts Receivable > Write Off.
Complete the filter and click Display.
On the top part of the screen, the Charge Details section appears. Enter the Write Off charge code.
The bottom half of the screen displays charges that match the filter criteria.
Select the charges you want to write off and click Post. For each charge that is written off, Breeze creates a negative charge and a zero receipt.
The screen displays a link to the charge batch and the receipt batch.
Setup for Write-Offs
This section describes the setup for write-offs. Breeze Premier comes with a default GL account and charge code for write-offs, but if you have made changes to the default Chart of Accounts or the default charge codes, you should check them.
GL Account for Write-Offs
Go to Admin > GL Account. Search for "write off." The default GL account for write-offs is shown below.
To add a new GL account, select Admin > GL Account > Add New.
Charge Code for Write-Offs
Go to Admin > Charge Code. Search for "write off." The default charge code for write-offs is shown below.
To add a new charge code, select Admin > Charge Code > Add New.