Accounting V2: How to Write-off a Unit Balance to Bad Debt Expense (Accrual Accounting)

This article is a step-by-step guide on how to remove uncollectible amounts from a unit by forgiving the remainder of the invoice and writing it to Bad Debt.

Written by Mitzi Rivera

Updated this week

1. Go to the Unit> search by unit number> click on blue unit number

2. Go to All Invoices > find the invoice you want to write off > actions (three dots) > Forgive Remainder > enter a reason then click Yes, forgive it

3. Enter a reason for removing the balance > click Yes, forgive it

At this point the remaining amount of the invoice has been forgiven and has been written to bad debt expense!