Bad Debts

To manage bad debtors there is a three-step approach. The steps that you action depend on what stage the debt is at.

1. Place the customer on Stop Credit to prevent any further bookings or invoices from being raised. This also groups all of your bad debtors together so they can be listed separately from other customers.

2. For On Hire Invoices, populate the Hired To date to close off the hire and avoid Overdue Return reminders cluttering up the reminders list and other areas.

3. Write off the amount owing by canceling the Invoice to avoid it showing in the Payment Outstanding screen and reports, or alternatively Create a Credit Note if you are unable to cancel the Invoice due to it being exported to a third-party accounting system.