From time to time it may become necessary to write off an invoice as a bad debt.
Pre-Requisites
Before you begin, you will need to add a new treatment to your treatment list.
Go to Settings > Treatments and Plans
Create a treatment with the name Bad Debt. Make sure that the Appear on invoice flag is set to Yes.
💡 Top tip: You can identify aging patient debt, by adding columns to the 'Patients' report which show the age of the patient's debt, splitting them by number of days up to 90+ days old.
Writing Off an Unpaid Invoice
To write off an unpaid invoice, follow the steps in this guide to clear a patient's debt.
Reporting Bad Debts
To report how many invoices you’ve written off over a given period, head to the Practitioner Activity report and set the treatment to Bad Debt.
Marking the patient as a Bad Debtor
You can also mark this patient as a Bad Debtor using the "Set bad debtor" button at the top of the Account tab.
This will place a visible marker at the top of their record. You can remove the marker by clicking the same button.