View written off accounts in summary or detail showing the account balance written off to Bad Debt.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers. |
| Grant permission to the individual report > Customers > Written Off Accounts. |
Create Your Report
Select Summary or Detail as the Report Type using the drop down list.
In Customer Selection all Customers selected by default. Select One Customer and enter a Customer ID or select F12 to search.
Select Preview to view the report onscreen.
Select Print to send the report directly to the default printer.
View a sample report here.
Understanding Your Report
Written Off Accounts Summary
The Customer IDand Customer Name of the Written Off customer.
The customer balance Due amount that was written off.
Total Due for all Customers is a Report Total of all bad debt written off.
Written Off Accounts Detail
The fields added for a detail report include
The invoice Date.
The amount of the invoice Due.
A Customer Subtotal of the balance on the account that was written off.